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

Tortoise Investment 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
2025
Q2 		– Sell
-1,295
Closed -$65.1K – 1316
2025
Q1 		$65.1K Sell
1,295
-3,210
-71% -$160K 0.01% 335
2024
Q4 		$224K Sell
4,505
-3,869
-46% -$193K 0.02% 210
2024
Q3 		$422K Sell
8,374
-2,500
-23% -$125K 0.04% 160
2024
Q2 		$536K Sell
10,874
-800
-7% -$39.2K 0.06% 143
2024
Q1 		$575K Buy
11,674
+800
+7% +$39.3K 0.07% 144
2023
Q4 		$535K Sell
10,874
-895
-8% -$43.3K 0.07% 141
2023
Q3 		$565K Sell
11,769
-175
-1% -$8.42K 0.08% 132
2023
Q2 		$576K Sell
11,944
-774
-6% -$37.4K 0.09% 133
2023
Q1 		$617K Sell
12,718
-8,386
-40% -$404K 0.1% 123
2022
Q4 		$1.01M Sell
21,104
-11,863
-36% -$565K 0.18% 96
2022
Q3 		$1.56M Sell
32,967
-4,938
-13% -$239K 0.3% 73
2022
Q2 		$1.84M Sell
37,905
-21,280
-36% -$1.04M 0.36% 69
2022
Q1 		$2.92M Buy
59,185
+41,145
+228% +$2.06M 0.54% 47
2021
Q4 		$921K Sell
18,040
-640
-3% -$32.8K 0.17% 87
2021
Q3 		$965K Sell
18,680
-455
-2% -$23.6K 0.2% 80
2021
Q2 		$992K Buy
19,135
+143
+0.8% +$7.41K 0.2% 76
2021
Q1 		$983K Sell
18,992
-9,536
-33% -$496K 0.22% 74
2020
Q4 		$1.49M Sell
28,528
-16,508
-37% -$860K 0.34% 53
2020
Q3 		$2.35M Sell
45,036
-8,500
-16% -$443K 0.57% 40
2020
Q2 		$2.79M Sell
53,536
-28,676
-35% -$1.48M 0.72% 34
2020
Q1 		$4.12M Sell
82,212
-75,057
-48% -$3.8M 1.2% 18
2019
Q4 		$8.03M Sell
157,269
-82,689
-34% -$4.22M 1.89% 9
2019
Q3 		$12.3M Sell
239,958
-43,251
-15% -$2.2M 3.17% 5
2019
Q2 		$14.4M Buy
283,209
+85,951
+44% +$4.34M 3.65% 4
2019
Q1 		$9.95M Buy
197,258
+121,621
+161% +$6.08M 2.6% 7
2018
Q4 		$3.75M Buy
75,637
+26,682
+55% +$1.32M 1.01% 25
2018
Q3 		$2.43M Buy
48,955
+45,125
+1,178% +$2.24M 0.64% 39
2018
Q2 		$190K Buy
+3,830
New +$190K 0.05% 137

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Tortoise Investment Management's SLQD Position: Q2 2025 in Review

Tortoise Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025, closing a stake of 1,295 shares — an estimated $65.1K sold.

Tortoise Investment Management first reported a position in SLQD in Q2 2018 and held it in 28 quarters. The position peaked at $14.4M in Q2 2019. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • Tortoise Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,295 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $65.1K.
  • Tortoise Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 28 quarters.
  • Tortoise Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $14.4M in Q2 2019.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Tortoise Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.