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SLQD icon

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

Sunbelt Securities’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 		$135K Hold
2,671
– – 0.01% 744
2025
Q4 		$135K Hold
2,671
– – 0.01% 742
2025
Q3 		$136K Sell
2,671
-683
-20% -$34.6K 0.01% 748
2025
Q2 		$167K Hold
3,354
– – 0.01% 635
2025
Q1 		$169K Hold
3,354
– – 0.02% 607
2024
Q4 		$167K Buy
3,354
+627
+23% +$31.3K 0.01% 636
2024
Q3 		$138K Hold
2,727
– – 0.01% 687
2024
Q2 		$134K Hold
2,727
– – 0.01% 662
2024
Q1 		$134K Hold
2,727
– – 0.02% 647
2023
Q4 		$134K Hold
2,727
– – 0.02% 596
2023
Q3 		$131K Sell
2,727
-26
-0.9% -$1.25K 0.02% 579
2023
Q2 		$133K Sell
2,753
-200
-7% -$9.67K 0.02% 567
2023
Q1 		$143K Buy
+2,953
New +$142K 0.02% 502
2022
Q3 		– Sell
-4,542
Closed -$220K – 448
2022
Q2 		$220K Buy
4,542
+2
+0% +$97 0.05% 390
2022
Q1 		$224K Hold
4,540
– – 0.04% 419
2021
Q4 		$228K Sell
4,540
-564
-11% -$28.9K 0.04% 424
2021
Q3 		$264K Hold
5,104
– – 0.05% 377
2021
Q2 		$264K Buy
5,104
+195
+4% +$10.1K 0.05% 376
2021
Q1 		$254K Buy
+4,909
New +$255K 0.05% 366

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BI
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunbelt Securities's SLQD Position: Q1 2026 in Review

Sunbelt Securities held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 2,671 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #744.

Sunbelt Securities first reported a position in SLQD in Q1 2021 and has held it in 19 quarters since. The position peaked at $264K in Q3 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Sunbelt Securities held 2,671 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $135K as of Q1 2026.
  • Sunbelt Securities 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 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #744 holding.
  • Sunbelt Securities first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Sunbelt Securities's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $264K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.