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

Triumph Capital 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
2026
Q2 		$68.1K Buy
1,351
+2
+0.1% +$101 0.01% 585
2026
Q1 		$68.1K Sell
1,349
-1,078
-44% -$54.6K 0.01% 554
2025
Q4 		$123K Buy
+2,427
New +$123K 0.03% 390

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

Triumph Capital Management's SLQD Position: Q2 2026 in Review

Triumph Capital Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.15% in Q2 2026, buying an estimated $101 and bringing the position to 1,351 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #585.

Triumph Capital Management first reported a position in SLQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $123K in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Triumph Capital Management held 1,351 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $68.1K as of Q2 2026.
  • Triumph Capital Management bought 2 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $101.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #585 holding.
  • Triumph Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $123K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.