Rockefeller Capital Management
SLQD icon

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

Rockefeller Capital Management’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 		$390K Sell
7,733
-59
-0.8% -$2.97K ﹤0.01% 2221
2026
Q1 		$393K Buy
7,792
+1,232
+19% +$62.5K ﹤0.01% 2111
2025
Q4 		$333K Buy
6,560
+5,288
+416% +$268K ﹤0.01% 2109
2025
Q3 		$64.7K Buy
+1,272
New +$64.4K ﹤0.01% 2781
2023
Q1 		– Sell
-668
Closed -$31K – 3613
2022
Q4 		$31K Sell
668
-360
-35% -$17.1K ﹤0.01% 2620
2022
Q3 		$48K Buy
1,028
+182
+22% +$8.81K ﹤0.01% 2373
2022
Q2 		$41K Sell
846
-41
-5% -$2K ﹤0.01% 2384
2022
Q1 		$43K Buy
887
+395
+80% +$19.8K ﹤0.01% 2371
2021
Q4 		$25K Sell
492
-57,575
-99% -$2.95M ﹤0.01% 2548
2021
Q3 		$3M Sell
58,067
-5,382
-8% -$279K 0.02% 631
2021
Q2 		$3.29M Sell
63,449
-11,295
-15% -$586K 0.02% 579
2021
Q1 		$3.87M Buy
74,744
+4,186
+6% +$218K 0.03% 415
2020
Q4 		$3.68M Buy
70,558
+42,955
+156% +$2.24M 0.03% 377
2020
Q3 		$1.44M Buy
+27,603
New +$1.44M 0.01% 507

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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management's SLQD Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.76% in Q2 2026, selling an estimated $2.97K and leaving 7,733 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Rockefeller Capital Management first reported a position in SLQD in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.87M in Q1 2021. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Rockefeller Capital Management held 7,733 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $390K as of Q2 2026.
  • Rockefeller Capital Management sold 59 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.97K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2221 holding.
  • Rockefeller Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • Rockefeller Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.87M in Q1 2021.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.