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

NBT Bank’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	–	Sell	-1,145	Closed	-$57.8K	–	1149
2026 Q1	$57.8K	Buy	1,145 +1,094	+2,145%	+$55.5K	﹤0.01%	493
2025 Q4	$58.1K	Hold	51	–	–	﹤0.01%	484
2025 Q3	$58.2K	Sell	51 -1,094	-96%	-$55.4K	﹤0.01%	485
2025 Q2	$57.9K	Hold	1,145	–	–	﹤0.01%	484
2025 Q1	$57.6K	Hold	1,145	–	–	﹤0.01%	481
2024 Q4	$57K	Hold	1,145	–	–	﹤0.01%	492
2024 Q3	$57.7K	Hold	1,145	–	–	﹤0.01%	509
2024 Q2	$56.4K	Sell	1,145 -33	-3%	-$1.62K	﹤0.01%	400
2024 Q1	$58K	Hold	1,178	–	–	﹤0.01%	401
2023 Q4	$58K	Buy	+1,178	New	+$56.9K	﹤0.01%	400

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

NBT Bank's SLQD Position: Q2 2026 in Review

NBT Bank sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 1,145 shares — an estimated $57.8K sold.

NBT Bank first reported a position in SLQD in Q4 2023 and held it in 10 quarters. The position peaked at $58.2K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

NBT Bank reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 1,145 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $57.8K.
NBT Bank first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
NBT Bank's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $58.2K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.