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

Summa Corp’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	$907K	Buy	18,000 +3,200	+22%	+$161K	0.28%	32
2026 Q1	$747K	Hold	14,800	–	–	0.31%	37
2025 Q4	$750K	Hold	14,800	–	–	0.32%	32
2025 Q3	$752K	Buy	14,800 +2,800	+23%	+$142K	0.33%	32
2025 Q2	$607K	Hold	12,000	–	–	0.32%	34
2025 Q1	$603K	Hold	12,000	–	–	0.35%	32
2024 Q4	$597K	Hold	12,000	–	–	0.29%	32
2024 Q3	$605K	Hold	12,000	–	–	0.29%	31
2024 Q2	$591K	Hold	12,000	–	–	0.29%	27
2024 Q1	$591K	Hold	12,000	–	–	0.32%	28
2023 Q4	$590K	Buy	+12,000	New	+$580K	0.41%	28

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summa Corp's SLQD Position: Q2 2026 in Review

Summa Corp increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 22% in Q2 2026, buying an estimated $161K and bringing the position to 18,000 shares worth $907K. The position accounts for 0.28% of the portfolio, ranked #32.

Summa Corp first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Summa Corp held 18,000 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $907K as of Q2 2026.
Summa Corp bought 3,200 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $161K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Summa Corp's portfolio in Q2 2026, its #32 holding.
Summa Corp first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.