Stifel Financial
SLQD icon

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

Stifel Financial’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 		$12.2M Sell
242,710
-13,029
-5% -$656K 0.01% 904
2026
Q1 		$12.9M Buy
255,739
+27,507
+12% +$1.39M 0.01% 837
2025
Q4 		$11.6M Sell
228,232
-975
-0.4% -$49.5K 0.01% 886
2025
Q3 		$11.7M Buy
229,207
+3,702
+2% +$187K 0.01% 872
2025
Q2 		$11.4M Sell
225,505
-5,124
-2% -$257K 0.01% 822
2025
Q1 		$11.6M Buy
230,629
+11,876
+5% +$593K 0.01% 784
2024
Q4 		$10.9M Buy
218,753
+4,847
+2% +$242K 0.01% 815
2024
Q3 		$10.8M Buy
213,906
+2,671
+1% +$133K 0.01% 826
2024
Q2 		$10.4M Buy
211,235
+13,003
+7% +$638K 0.01% 802
2024
Q1 		$9.76M Buy
198,232
+55,407
+39% +$2.72M 0.01% 825
2023
Q4 		$7.03M Sell
142,825
-7,969
-5% -$385K 0.01% 931
2023
Q3 		$7.24M Sell
150,794
-8,254
-5% -$397K 0.01% 852
2023
Q2 		$7.67M Buy
159,048
+46,170
+41% +$2.23M 0.01% 826
2023
Q1 		$5.47M Buy
112,878
+86,580
+329% +$4.17M 0.01% 968
2022
Q4 		$1.26M Buy
26,298
+1,148
+5% +$54.7K ﹤0.01% 1833
2022
Q3 		$1.19M Buy
25,150
+8,714
+53% +$422K ﹤0.01% 1839
2022
Q2 		$796K Sell
16,436
-5,369
-25% -$262K ﹤0.01% 2157
2022
Q1 		$1.08M Sell
21,805
-274
-1% -$13.7K ﹤0.01% 2059
2021
Q4 		$1.13M Buy
22,079
+7,416
+51% +$380K ﹤0.01% 2040
2021
Q3 		$757K Buy
14,663
+601
+4% +$31.1K ﹤0.01% 2297
2021
Q2 		$729K Buy
14,062
+125
+0.9% +$6.48K ﹤0.01% 2343
2021
Q1 		$722K Buy
13,937
+8,465
+155% +$440K ﹤0.01% 2225
2020
Q4 		$286K Buy
5,472
+1,536
+39% +$80K ﹤0.01% 2615
2020
Q3 		$205K Buy
+3,936
New +$205K ﹤0.01% 2610
2018
Q4 		– Sell
-7,511
Closed -$373K – 2799
2018
Q3 		$373K Buy
+7,511
New +$373K ﹤0.01% 2234

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

Stifel Financial's SLQD Position: Q2 2026 in Review

Stifel Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.1% in Q2 2026, selling an estimated $656K and leaving 242,710 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #904.

Stifel Financial first reported a position in SLQD in Q3 2018 and has held it in 25 quarters since. The position peaked at $12.9M in Q1 2026. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Stifel Financial held 242,710 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $12.2M as of Q2 2026.
  • Stifel Financial sold 13,029 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $656K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #904 holding.
  • Stifel Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 25 quarters since.
  • Stifel Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $12.9M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.