PCIG
SLQD icon

Partners Capital Investment Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Partners Capital Investment Group’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
2025
Q3 		– Sell
-27,805
Closed -$1.41M – 167
2025
Q2 		$1.41M Sell
27,805
-197,032
-88% -$9.89M 0.06% 101
2025
Q1 		$11.3M Buy
224,837
+27,702
+14% +$1.38M 0.19% 62
2024
Q4 		$9.81M Sell
197,135
-37,089
-16% -$1.85M 0.27% 45
2024
Q3 		$11.8M Buy
234,224
+606
+0.3% +$30.2K 0.19% 61
2024
Q2 		$11.5M Buy
233,618
+6,920
+3% +$339K 0.19% 58
2024
Q1 		$11.2M Sell
226,698
-56,248
-20% -$2.76M 0.3% 47
2023
Q4 		$13.9M Sell
282,946
-7,941
-3% -$384K 0.31% 48
2023
Q3 		$14M Sell
290,887
-4,357
-1% -$210K 0.34% 44
2023
Q2 		$14.2M Buy
295,244
+55,923
+23% +$2.7M 0.3% 52
2023
Q1 		$11.6M Buy
239,321
+86,186
+56% +$4.15M 0.5% 43
2022
Q4 		$7.33M Buy
+153,135
New +$7.29M 0.35% 55

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Partners Capital Investment Group's SLQD Position: Q3 2025 in Review

Partners Capital Investment Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 27,805 shares — an estimated $1.41M sold.

Partners Capital Investment Group first reported a position in SLQD in Q4 2022 and held it in 11 quarters. The position peaked at $14.2M in Q2 2023. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • Partners Capital Investment Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 27,805 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.41M.
  • Partners Capital Investment Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
  • Partners Capital Investment Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $14.2M in Q2 2023.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Partners Capital Investment Group's 13F filing for Q3 2025, filed 31 Oct 2025.