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

Vise Technologies’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 		$753K Hold
14,861
– – 0.01% 686
2025
Q4 		$753K Buy
14,861
+6,777
+84% +$344K 0.01% 691
2025
Q3 		$411K Buy
+8,084
New +$409K 0.02% 760

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

Vise Technologies's SLQD Position: Q1 2026 in Review

Vise Technologies held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 14,861 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #686.

Vise Technologies first reported a position in SLQD in Q3 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Vise Technologies held 14,861 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $753K as of Q1 2026.
  • Vise Technologies left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #686 holding.
  • Vise Technologies first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.