Montis Financial’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Montis Financial’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$428K	Sell	8,503 -3,175	-27%	-$160K	0.09%	105
2026 Q1	$590K	Sell	11,678 -4,622	-28%	-$234K	0.12%	85
2025 Q4	$826K	Sell	16,300 -6,079	-27%	-$308K	0.16%	69
2025 Q3	$1.14M	Sell	22,379 -6,870	-23%	-$348K	0.26%	55
2025 Q2	$1.48M	Sell	29,249 -8,795	-23%	-$441K	0.41%	41
2025 Q1	$1.91M	Sell	38,044 -8,521	-18%	-$426K	0.56%	30
2024 Q4	$2.32M	Buy	+46,565	New	+$2.32M	0.72%	27

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Montis Financial's SLQD Position: Q2 2026 in Review

Montis Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 27% in Q2 2026, selling an estimated $160K and leaving 8,503 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #105.

Montis Financial first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q4 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Montis Financial held 8,503 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $428K as of Q2 2026.
Montis Financial sold 3,175 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $160K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Montis Financial's portfolio in Q2 2026, its #105 holding.
Montis Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.32M in Q4 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.