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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
Q3 		$55.3K Sell
1,118
-233
-17% -$11.7K 0.01% 676
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

WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Triumph Capital Management's SLQD Position: Q3 2026 in Review

Triumph Capital Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 17% in Q3 2026, selling an estimated $11.7K and leaving 1,118 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #676.

Triumph Capital Management first reported a position in SLQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $123K in Q4 2025. 23 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Triumph Capital Management held 1,118 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $55.3K as of Q3 2026.
  • Triumph Capital Management sold 233 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $11.7K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #676 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 4 quarters since.
  • Triumph Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $123K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.