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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugar Maple Asset Management's SLQD Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 18% in Q1 2026, selling an estimated $615K and leaving 56,459 shares worth $2.85M. The position accounts for 1.73% of the portfolio, ranked #13.

Sugar Maple Asset Management first reported a position in SLQD in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.48M in Q4 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Sugar Maple Asset Management held 56,459 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.85M as of Q1 2026.
Sugar Maple Asset Management sold 12,130 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $615K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.73% of Sugar Maple Asset Management's portfolio in Q1 2026, its #13 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 9 quarters since.
Sugar Maple Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.48M in Q4 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.