SA
SLQD icon

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

Sanctuary 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 		$5.24M Buy
103,791
+16,506
+19% +$837K 0.03% 550
2025
Q4 		$4.43M Buy
87,285
+3,218
+4% +$163K 0.02% 590
2025
Q3 		$4.27M Buy
84,067
+5,167
+7% +$261K 0.02% 585
2025
Q2 		$3.99M Sell
78,900
-598
-0.8% -$30K 0.02% 576
2025
Q1 		$4M Sell
79,498
-1,323
-2% -$66.1K 0.03% 535
2024
Q4 		$4.04M Sell
80,821
-46,715
-37% -$2.33M 0.03% 583
2024
Q3 		$6.35M Sell
127,536
-6,312
-5% -$315K 0.04% 428
2024
Q2 		$6.54M Buy
+133,848
New +$6.56M 0.05% 382

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 $625M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return