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

Providence Capital Advisors’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 		– Sell
-88
Closed -$4.46K – 216
2025
Q4 		$4.46K Hold
88
– – ﹤0.01% 204
2025
Q3 		$4.47K Hold
88
– – ﹤0.01% 208
2025
Q2 		$4.45K Buy
+88
New +$4.42K ﹤0.01% 213
2024
Q4 		– Sell
-88
Closed -$4.44K – 300
2024
Q3 		$4.44K Sell
88
-38
-30% -$1.9K ﹤0.01% 292
2024
Q2 		$6.21K Hold
126
– – ﹤0.01% 269
2024
Q1 		$6.2K Sell
126
-43
-25% -$2.11K ﹤0.01% 261
2023
Q4 		$8.31K Sell
169
-126
-43% -$6.09K ﹤0.01% 259
2023
Q3 		$14.2K Hold
295
– – ﹤0.01% 218
2023
Q2 		$14.2K Sell
295
-256
-46% -$12.4K ﹤0.01% 203
2023
Q1 		$26.7K Sell
551
-85
-13% -$4.09K 0.01% 174
2022
Q4 		$30.4K Sell
636
-65
-9% -$3.1K 0.01% 162
2022
Q3 		$33K Hold
701
– – 0.01% 153
2022
Q2 		$34K Sell
701
-44
-6% -$2.14K 0.01% 161
2022
Q1 		$37K Sell
745
-385
-34% -$19.3K 0.01% 187
2021
Q4 		$58K Hold
1,130
– – 0.02% 144
2021
Q3 		$58K Buy
1,130
+630
+126% +$32.6K 0.02% 146
2021
Q2 		$26K Buy
500
+360
+257% +$18.7K 0.01% 178
2021
Q1 		$7K Buy
140
+45
+47% +$2.34K ﹤0.01% 212
2020
Q4 		$5K Sell
95
-73
-43% -$3.8K ﹤0.01% 245
2020
Q3 		$9K Buy
168
+8
+5% +$417 ﹤0.01% 159
2020
Q2 		$8K Buy
+160
New +$8.23K ﹤0.01% 153

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BI
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Providence Capital Advisors's SLQD Position: Q1 2026 in Review

Providence Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 88 shares — an estimated $4.46K sold.

Providence Capital Advisors first reported a position in SLQD in Q2 2020 and held it in 21 quarters. The position peaked at $58K in Q4 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Providence Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Providence Capital Advisors sold 88 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.46K.
  • Providence Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 21 quarters.
  • Providence Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $58K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Providence Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.