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

Semitam Bonam’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 Q3	$244K	Hold	4,941	–	–	0.17%	43
2026 Q2	$249K	Hold	4,941	–	–	0.18%	44
2026 Q1	$249K	Hold	4,941	–	–	0.2%	40
2025 Q4	$251K	Sell	4,941 -632	-11%	-$32.1K	0.21%	41
2025 Q3	$283K	Hold	5,573	–	–	0.25%	40
2025 Q2	$282K	Buy	+5,573	New	+$280K	0.27%	39

Other funds holding SLQD

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Camden National Bank Camden, Maine $753M AUM 9.97% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Semitam Bonam's SLQD Position: Q3 2026 in Review

Semitam Bonam held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q3 2026 at 4,941 shares worth $244K. The position accounts for 0.17% of the portfolio, ranked #43.

Semitam Bonam first reported a position in SLQD in Q2 2025 and has held it in 6 quarters since. The position peaked at $283K in Q3 2025. 116 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Semitam Bonam held 4,941 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $244K as of Q3 2026.
Semitam Bonam left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.17% of Semitam Bonam's portfolio in Q3 2026, its #43 holding.
Semitam Bonam first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Semitam Bonam's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $283K in Q3 2025.
116 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.