Sugar Maple Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Sugar Maple Asset Management’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	$2.91M	Sell	58,778 -3,350	-5%	-$167K	1.66%	17
2026 Q2	$3.13M	Buy	62,128 +5,669	+10%	+$286K	2.02%	13
2026 Q1	$2.85M	Sell	56,459 -12,130	-18%	-$615K	1.73%	13
2025 Q4	$3.48M	Buy	68,589 +38,692	+129%	+$1.96M	2.34%	11
2025 Q3	$1.52M	Sell	29,897 -3,476	-10%	-$176K	1.09%	19
2025 Q2	$1.69M	Buy	33,373 +1,662	+5%	+$83.4K	1.32%	18
2025 Q1	$1.59M	Buy	31,711 +505	+2%	+$25.2K	1.26%	19
2024 Q4	$1.55M	Sell	31,206 -770	-2%	-$38.4K	1.18%	19
2024 Q3	$1.61M	Buy	31,976 +300	+0.9%	+$15K	1.4%	15
2024 Q2	$1.56M	Buy	31,676 +503	+2%	+$24.7K	1.51%	16
2024 Q1	$1.53M	Buy	+31,173	New	+$1.53M	1.48%	17

Other funds holding SLQD

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

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

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sugar Maple Asset Management's SLQD Position: Q3 2026 in Review

Sugar Maple Asset Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.4% in Q3 2026, selling an estimated $167K and leaving 58,778 shares worth $2.91M. The position accounts for 1.66% of the portfolio, ranked #17.

Sugar Maple Asset Management first reported a position in SLQD in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.48M in Q4 2025. 58 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Sugar Maple Asset Management held 58,778 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.91M as of Q3 2026.
Sugar Maple Asset Management sold 3,350 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $167K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.66% of Sugar Maple Asset Management's portfolio in Q3 2026, its #17 holding.
Sugar Maple Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Sugar Maple Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.48M in Q4 2025.
58 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.