Bank Julius Baer & Co
SLQD icon

Bank Julius Baer & Co’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Bank Julius Baer & Co’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 		$13.4M Buy
265,774
+227,061
+587% +$11.4M 0.03% 182
2026
Q1 		$1.95M Buy
38,713
+6,654
+21% +$337K 0.01% 316
2025
Q4 		$1.63M Buy
32,059
+14
+0% +$710 ﹤0.01% 340
2025
Q3 		$1.63M Buy
32,045
+10,505
+49% +$532K ﹤0.01% 342
2025
Q2 		$1.09M Hold
21,540
– – ﹤0.01% 331
2025
Q1 		$1.08M Buy
21,540
+2,021
+10% +$101K ﹤0.01% 313
2024
Q4 		$1.07M Buy
19,519
+1,349
+7% +$67.3K ﹤0.01% 312
2024
Q3 		$1.09M Sell
18,170
-1,185
-6% -$59.1K ﹤0.01% 283
2024
Q2 		$1.06M Sell
19,355
-2,185
-10% -$107K ﹤0.01% 236
2024
Q1 		$1.06M Sell
21,540
-2,000
-8% -$98.3K ﹤0.01% 264
2023
Q4 		$1.16M Sell
23,540
-289
-1% -$14K ﹤0.01% 273
2023
Q3 		$1.14M Buy
23,829
+722
+3% +$34.7K 0.01% 251
2023
Q2 		$1.11M Sell
23,107
-433
-2% -$20.9K 0.01% 258
2023
Q1 		$1.14M Buy
23,540
+4,100
+21% +$197K 0.01% 258
2022
Q4 		$930K Sell
19,440
-181
-0.9% -$8.62K 0.01% 276
2022
Q3 		$930K Sell
19,621
-314
-2% -$15.2K 0.01% 265
2022
Q2 		$966K Hold
19,935
– – 0.01% 282
2022
Q1 		$984K Sell
19,935
-169,453
-89% -$8.49M 0.01% 283
2021
Q4 		$9.67M Sell
189,388
-725
-0.4% -$37.2K 0.05% 157
2021
Q3 		$9.82M Buy
190,113
+1,323
+0.7% +$68.5K 0.06% 165
2021
Q2 		$9.79M Buy
188,790
+71,363
+61% +$3.7M 0.06% 169
2021
Q1 		$6.08M Sell
117,427
-7,429
-6% -$386K 0.05% 190
2020
Q4 		$6.52M Buy
124,856
+22,688
+22% +$1.18M 0.05% 171
2020
Q3 		$5.33M Buy
102,168
+83,531
+448% +$4.36M 0.05% 153
2020
Q2 		$971K Buy
18,637
+13,514
+264% +$695K 0.01% 275
2020
Q1 		$257K Buy
+5,123
New +$260K 0.01% 376

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank Julius Baer & Co's SLQD Position: Q2 2026 in Review

Bank Julius Baer & Co increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 587% in Q2 2026, buying an estimated $11.4M and bringing the position to 265,774 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #182.

Bank Julius Baer & Co first reported a position in SLQD in Q1 2020 and has held it in 26 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Bank Julius Baer & Co held 265,774 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $13.4M as of Q2 2026.
  • Bank Julius Baer & Co bought 227,061 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.4M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Bank Julius Baer & Co's portfolio in Q2 2026, its #182 holding.
  • Bank Julius Baer & Co first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.