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

Vista Investment 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
Q1 		$2.06M Sell
40,721
-2,252
-5% -$114K 0.68% 46
2025
Q4 		$2.18M Buy
42,973
+5,395
+14% +$274K 0.72% 43
2025
Q3 		$1.91M Buy
37,578
+85
+0.2% +$4.3K 0.67% 46
2025
Q2 		$1.9M Sell
37,493
-749
-2% -$37.6K 0.7% 44
2025
Q1 		$1.92M Sell
38,242
-450
-1% -$22.5K 0.75% 42
2024
Q4 		$1.92M Buy
38,692
+1,334
+4% +$66.6K 0.73% 41
2024
Q3 		$1.88M Sell
37,358
-42
-0.1% -$2.1K 0.71% 46
2024
Q2 		$1.84M Sell
37,400
-4,647
-11% -$228K 0.75% 42
2024
Q1 		$2.07M Sell
42,047
-298
-0.7% -$14.6K 0.84% 35
2023
Q4 		$2.08M Sell
42,345
-287
-0.7% -$13.9K 0.97% 30
2023
Q3 		$2.05M Buy
42,632
+2,474
+6% +$119K 1.07% 26
2023
Q2 		$1.94M Buy
40,158
+5,101
+15% +$247K 0.98% 30
2023
Q1 		$1.7M Buy
35,057
+4,168
+13% +$201K 0.9% 32
2022
Q4 		$1.48M Buy
30,889
+8,295
+37% +$395K 0.84% 36
2022
Q3 		$1.07M Buy
22,594
+4,138
+22% +$200K 0.66% 50
2022
Q2 		$894K Buy
18,456
+10,155
+122% +$495K 0.54% 64
2022
Q1 		$410K Buy
+8,301
New +$416K 0.22% 117

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 $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vista Investment Management's SLQD Position: Q1 2026 in Review

Vista Investment Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.2% in Q1 2026, selling an estimated $114K and leaving 40,721 shares worth $2.06M. The position accounts for 0.68% of the portfolio, ranked #46.

Vista Investment Management first reported a position in SLQD in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.18M in Q4 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Vista Investment Management held 40,721 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.06M as of Q1 2026.
  • Vista Investment Management sold 2,252 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $114K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.68% of Vista Investment Management's portfolio in Q1 2026, its #46 holding.
  • Vista Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Vista Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.18M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.