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SLQD icon

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

Sierra Capital’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 		$7.98M Sell
158,336
-2,322
-1% -$117K 0.77% 37
2026
Q1 		$8.11M Sell
160,658
-20,981
-12% -$1.06M 0.88% 33
2025
Q4 		$9.21M Sell
181,639
-52
-0% -$2.64K 0.97% 27
2025
Q3 		$9.23M Buy
181,691
+39,613
+28% +$2M 1.01% 27
2025
Q2 		$7.19M Buy
142,078
+8,720
+7% +$438K 0.83% 39
2025
Q1 		$6.71M Sell
133,358
-1,264
-0.9% -$63.2K 0.81% 38
2024
Q4 		$6.7M Buy
134,622
+41,186
+44% +$2.06M 0.79% 39
2024
Q3 		$4.71M Sell
93,436
-23,335
-20% -$1.16M 0.56% 48
2024
Q2 		$5.75M Buy
116,771
+11,735
+11% +$576K 0.77% 42
2024
Q1 		$5.17M Buy
105,036
+28,749
+38% +$1.41M 0.68% 43
2023
Q4 		$3.75M Buy
76,287
+3,769
+5% +$182K 0.55% 56
2023
Q3 		$3.48M Buy
72,518
+397
+0.6% +$19.1K 0.56% 52
2023
Q2 		$3.48M Buy
72,121
+7,678
+12% +$371K 0.55% 49
2023
Q1 		$3.12M Buy
64,443
+26,887
+72% +$1.29M 0.51% 49
2022
Q4 		$1.8M Buy
37,556
+27,235
+264% +$1.3M 0.31% 66
2022
Q3 		$489K Sell
10,321
-40,727
-80% -$1.97M 0.09% 126
2022
Q2 		$2.47M Buy
51,048
+772
+2% +$37.6K 0.45% 54
2022
Q1 		$2.48M Buy
50,276
+41,223
+455% +$2.07M 0.39% 59
2021
Q4 		$462K Buy
9,053
+1,438
+19% +$73.7K 0.07% 150
2021
Q3 		$391K Buy
7,615
+1,375
+22% +$71.2K 0.07% 146
2021
Q2 		$323K Hold
6,240
– – 0.06% 144
2021
Q1 		$323K Buy
+6,240
New +$324K 0.06% 144

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

Sierra Capital's SLQD Position: Q2 2026 in Review

Sierra Capital reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.4% in Q2 2026, selling an estimated $117K and leaving 158,336 shares worth $7.98M. The position accounts for 0.77% of the portfolio, ranked #37.

Sierra Capital first reported a position in SLQD in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.23M in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Sierra Capital held 158,336 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $7.98M as of Q2 2026.
  • Sierra Capital sold 2,322 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $117K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.77% of Sierra Capital's portfolio in Q2 2026, its #37 holding.
  • Sierra Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Sierra Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $9.23M in Q3 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.