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 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 $1.66T 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

Summa Corp's SLQD Position: Q1 2026 in Review

Summa Corp held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 14,800 shares worth $747K. The position accounts for 0.31% of the portfolio, ranked #37.

Summa Corp first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $752K in Q3 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Summa Corp held 14,800 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $747K as of Q1 2026.
Summa Corp 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 0.31% of Summa Corp's portfolio in Q1 2026, its #37 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 10 quarters since.
Summa Corp's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $752K in Q3 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.