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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
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 $1.66T 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 $4.13B AUM 32.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trail Ridge Investment Advisors's SLQD Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.51% in Q1 2026, selling an estimated $20.6K and leaving 79,989 shares worth $4.04M. The position accounts for 1.76% of the portfolio, ranked #13.

Trail Ridge Investment Advisors first reported a position in SLQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.09M in Q4 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Trail Ridge Investment Advisors held 79,989 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.04M as of Q1 2026.
  • Trail Ridge Investment Advisors sold 407 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $20.6K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.76% of Trail Ridge Investment Advisors's portfolio in Q1 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 18 quarters since.
  • Trail Ridge Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.09M in Q4 2024.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.