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Stokes Family Office’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Stokes Family Office’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 		$836K Hold
16,559
– – 0.09% 142
2025
Q4 		$840K Sell
16,559
-1,355
-8% -$68.8K 0.08% 147
2025
Q3 		$911K Sell
17,914
-3
-0% -$152 0.09% 131
2025
Q2 		$906K Hold
17,917
– – 0.1% 124
2025
Q1 		$901K Hold
17,917
– – 0.1% 124
2024
Q4 		$891K Hold
17,917
– – 0.1% 126
2024
Q3 		$904K Sell
17,917
-408
-2% -$20.4K 0.1% 122
2024
Q2 		$903K Hold
18,325
– – 0.11% 122
2024
Q1 		$902K Hold
18,325
– – 0.11% 119
2023
Q4 		$902K Sell
18,325
-4,135
-18% -$200K 0.12% 116
2023
Q3 		$1.08M Hold
22,460
– – 0.13% 128
2023
Q2 		$1.08M Buy
22,460
+100
+0.4% +$4.84K 0.13% 119
2023
Q1 		$1.08M Hold
22,360
– – 0.14% 114
2022
Q4 		$1.07M Hold
22,360
– – 0.14% 108
2022
Q3 		$1.06M Buy
22,360
+445
+2% +$21.5K 0.15% 103
2022
Q2 		$1.06M Sell
21,915
-2,000
-8% -$97.5K 0.14% 106
2022
Q1 		$1.18M Sell
23,915
-3,182
-12% -$159K 0.16% 89
2021
Q4 		$1.38M Sell
27,097
-7,119
-21% -$365K 0.17% 85
2021
Q3 		$1.77M Sell
34,216
-2,196
-6% -$114K 0.25% 74
2021
Q2 		$1.89M Sell
36,412
-6,178
-15% -$320K 0.27% 71
2021
Q1 		$2.21M Sell
42,590
-36,025
-46% -$1.87M 0.34% 61
2020
Q4 		$4.11M Sell
78,615
-8,580
-10% -$447K 0.81% 31
2020
Q3 		$4.54M Sell
87,195
-5,095
-6% -$266K 1.03% 23
2020
Q2 		$4.81M Sell
92,290
-322,661
-78% -$16.6M 1.21% 20
2020
Q1 		$20.8M Buy
414,951
+24,853
+6% +$1.26M 5.55% 3
2019
Q4 		$20.1M Buy
+390,098
New +$19.9M 4.46% 5

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 $714M AUM 21.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B 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 $4.13B AUM 32.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stokes Family Office's SLQD Position: Q1 2026 in Review

Stokes Family Office held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 16,559 shares worth $836K. The position accounts for 0.09% of the portfolio, ranked #142.

Stokes Family Office first reported a position in SLQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.8M in Q1 2020. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Stokes Family Office held 16,559 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $836K as of Q1 2026.
  • Stokes Family Office left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Stokes Family Office's portfolio in Q1 2026, its #142 holding.
  • Stokes Family Office first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $20.8M in Q1 2020.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.