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

Waterloo Capital’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	$12.9M	Buy	256,252 +14,271	+6%	+$719K	0.73%	32
2026 Q1	$12.2M	Buy	241,981 +34,929	+17%	+$1.77M	0.86%	27
2025 Q4	$10.5M	Sell	207,052 -14,399	-7%	-$731K	0.76%	32
2025 Q3	$11.3M	Sell	221,451 -119,651	-35%	-$6.05M	0.84%	27
2025 Q2	$17.3M	Buy	341,102 +104,429	+44%	+$5.24M	1.39%	16
2025 Q1	$11.9M	Buy	236,673 +36,039	+18%	+$1.8M	1.11%	21
2024 Q4	$9.98M	Buy	200,634 +26,542	+15%	+$1.32M	1.05%	26
2024 Q3	$8.78M	Buy	174,092 +82,354	+90%	+$4.11M	0.96%	27
2024 Q2	$4.52M	Buy	91,738 +70,931	+341%	+$3.48M	0.54%	46
2024 Q1	$1.02M	Buy	+20,807	New	+$1.02M	0.13%	145

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waterloo Capital's SLQD Position: Q2 2026 in Review

Waterloo Capital increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.9% in Q2 2026, buying an estimated $719K and bringing the position to 256,252 shares worth $12.9M. The position accounts for 0.73% of the portfolio, ranked #32.

Waterloo Capital first reported a position in SLQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.3M in Q2 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Waterloo Capital held 256,252 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $12.9M as of Q2 2026.
Waterloo Capital bought 14,271 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $719K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.73% of Waterloo Capital's portfolio in Q2 2026, its #32 holding.
Waterloo Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Waterloo Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $17.3M in Q2 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.