SLQD β€” ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

Ownership history in Colonial Trust Co / SC  Β·  14 quarters on record

AI Ownership Summary

Colonial Trust Co / SC reported ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.24% in 2025 Q1. The latest visible filing shows SLQD at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLQD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Colonial Trust Co / SC's position in ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SLQD was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Colonial Trust Co / SC held SLQD β€” position size vs. price
% of Fund (quarterly)    SLQD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 179,355 +4,183 +2.4% 1.21% $9.1M 2026-02-14 (Est.) $50.53
2025 Q3 ADDED 175,172 +11,269 +6.9% 1.20% $8.9M 2025-11-10 $49.79
2025 Q2 ADDED 163,903 +4,782 +3.0% 1.21% $8.3M 2025-08-13 $49.24
2025 Q1 ADDED 159,121 +9,342 +6.2% 1.24% $8.0M 2025-05-14 $48.13
2024 Q4 ADDED 149,779 +7,577 +5.3% 1.11% $7.5M 2025-02-14 $47.55
2024 Q3 ADDED 142,202 +11,028 +8.4% 1.11% $7.2M 2024-11-12 $46.95
2024 Q2 ADDED 131,174 +14,291 +12.2% 1.14% $6.5M 2024-08-14 $46.65
2024 Q1 ADDED 116,883 +9,583 +8.9% 1.08% $5.8M 2024-05-14 $45.38
2023 Q4 ADDED 107,300 +8,546 +8.7% 1.10% $5.3M 2024-02-14 $44.96
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SLQD

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.0%

FAQ About Colonial Trust Co / SC and SLQD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Colonial Trust Co / SC reported owning SLQD?

Colonial Trust Co / SC reported SLQD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLQD position in Colonial Trust Co / SC's portfolio?

The largest reported portfolio weight for SLQD was 1.24% in 2025 Q1.

What is the latest reported SLQD position on this page?

The most recent filing on this page is 2025 Q4, when Colonial Trust Co / SC reported 179,355 shares, equal to 1.21% of portfolio, with an estimated market value of $9.1M.

What does the chart on this SLQD ownership page compare?

The chart compares Colonial Trust Co / SC's quarterly SLQD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Colonial Trust Co / SC Holdings