TRIA
SLQD icon

Trail Ridge Investment Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Trail Ridge Investment Advisors’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 		$4.15M Buy
82,302
+2,313
+3% +$116K 1.75% 13
2026
Q1 		$4.04M Sell
79,989
-407
-0.5% -$20.6K 1.76% 13
2025
Q4 		$4.08M Buy
80,396
+4,387
+6% +$223K 1.75% 13
2025
Q3 		$3.86M Buy
76,009
+802
+1% +$40.6K 1.73% 15
2025
Q2 		$3.8M Sell
75,207
-167
-0.2% -$8.38K 1.83% 15
2025
Q1 		$3.79M Sell
75,374
-6,929
-8% -$346K 1.95% 13
2024
Q4 		$4.09M Buy
82,303
+1,871
+2% +$93.4K 1.95% 11
2024
Q3 		$4.02M Buy
80,432
+5,593
+7% +$279K 1.91% 11
2024
Q2 		$3.69M Buy
74,839
+1,282
+2% +$62.9K 1.91% 11
2024
Q1 		$3.62M Buy
73,557
+37,451
+104% +$1.84M 2.05% 12
2023
Q4 		$1.78M Buy
36,106
+1,995
+6% +$96.4K 1.09% 27
2023
Q3 		$1.64M Sell
34,111
-14,048
-29% -$676K 1.11% 26
2023
Q2 		$2.32M Buy
48,159
+5,803
+14% +$281K 1.43% 17
2023
Q1 		$2.05M Buy
42,356
+15,102
+55% +$727K 1.34% 21
2022
Q4 		$1.3M Buy
27,254
+2,002
+8% +$95.3K 0.9% 40
2022
Q3 		$1.21M Buy
25,252
+6,902
+38% +$334K 0.8% 43
2022
Q2 		$889K Sell
18,350
-2,260
-11% -$110K 0.6% 50
2022
Q1 		$1.02M Buy
20,610
+848
+4% +$42.5K 0.62% 49
2021
Q4 		$1.01M Buy
+19,762
New +$1.01M 0.61% 52

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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Trail Ridge Investment Advisors's SLQD Position: Q2 2026 in Review

Trail Ridge Investment Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.9% in Q2 2026, buying an estimated $116K and bringing the position to 82,302 shares worth $4.15M. The position accounts for 1.75% of the portfolio, ranked #13.

Trail Ridge Investment Advisors first reported a position in SLQD in Q4 2021 and has held it in 19 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Trail Ridge Investment Advisors held 82,302 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.15M as of Q2 2026.
  • Trail Ridge Investment Advisors bought 2,313 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.75% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 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 Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.