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 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 $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montis Financial's SLQD Position: Q1 2026 in Review

Montis Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 28% in Q1 2026, selling an estimated $234K and leaving 11,678 shares worth $590K. The position accounts for 0.12% of the portfolio, ranked #85.

Montis Financial first reported a position in SLQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.32M in Q4 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Montis Financial held 11,678 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $590K as of Q1 2026.
Montis Financial sold 4,622 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $234K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Montis Financial's portfolio in Q1 2026, its #85 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 6 quarters since.
Montis Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.32M in Q4 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.