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SLQD icon

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

Summit Financial’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 		$6.84M Sell
135,401
-3,109
-2% -$158K 0.09% 242
2025
Q4 		$7.02M Sell
138,510
-2,231
-2% -$113K 0.1% 183
2025
Q3 		$7.15M Sell
140,741
-5,012
-3% -$254K 0.11% 179
2025
Q2 		$7.37M Buy
145,753
+5,751
+4% +$289K 0.17% 111
2025
Q1 		$7.04M Sell
140,002
-7,225
-5% -$361K 0.2% 99
2024
Q4 		$7.32M Buy
147,227
+9,733
+7% +$486K 0.26% 75
2024
Q3 		$6.93M Buy
137,494
+46,991
+52% +$2.34M 0.27% 65
2024
Q2 		$4.46M Sell
90,503
-1,700
-2% -$83.4K 0.2% 86
2024
Q1 		$4.54M Sell
92,203
-16,091
-15% -$791K 0.27% 49
2023
Q4 		$5.33M Buy
108,294
+830
+0.8% +$40.1K 0.35% 42
2023
Q3 		$5.16M Buy
107,464
+5,354
+5% +$258K 0.38% 38
2023
Q2 		$4.92M Buy
102,110
+88,389
+644% +$4.27M 0.36% 38
2023
Q1 		$665K Buy
13,721
+7
+0.1% +$337 0.06% 151
2022
Q4 		$656K Sell
13,714
-3,352
-20% -$160K 0.06% 148
2022
Q3 		$809K Sell
17,066
-606
-3% -$29.3K 0.08% 126
2022
Q2 		$856K Sell
17,672
-73
-0.4% -$3.56K 0.08% 112
2022
Q1 		$876K Sell
17,745
-579
-3% -$29K 0.07% 129
2021
Q4 		$935K Buy
18,324
+4,863
+36% +$249K 0.07% 114
2021
Q3 		$696K Sell
13,461
-2,388
-15% -$124K 0.06% 109
2021
Q2 		$821K Buy
15,849
+252
+2% +$13.1K 0.08% 60
2021
Q1 		$808K Buy
15,597
+102
+0.7% +$5.3K 0.11% 33
2020
Q4 		$809K Buy
+15,495
New +$807K 0.11% 30

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 $626M AUM 17.68% 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 $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Financial's SLQD Position: Q1 2026 in Review

Summit Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.2% in Q1 2026, selling an estimated $158K and leaving 135,401 shares worth $6.84M. The position accounts for 0.09% of the portfolio, ranked #242.

Summit Financial first reported a position in SLQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.37M in Q2 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Summit Financial held 135,401 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $6.84M as of Q1 2026.
  • Summit Financial sold 3,109 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $158K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Summit Financial's portfolio in Q1 2026, its #242 holding.
  • Summit Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Summit Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7.37M in Q2 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.