EDRH
SLQD icon

Edmond de Rothschild Holding’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Edmond de Rothschild Holding’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 		– Sell
-6,250
Closed -$317K – 582
2025
Q4 		$317K Hold
6,250
– – ﹤0.01% 360
2025
Q3 		$318K Hold
6,250
– – ﹤0.01% 365
2025
Q2 		$316K Hold
6,250
– – 0.01% 360
2025
Q1 		$314K Hold
6,250
– – 0.01% 357
2024
Q4 		$311K Hold
6,250
– – 0.01% 370
2024
Q3 		$315K Hold
6,250
– – 0.01% 384
2024
Q2 		$308K Hold
6,250
– – 0.01% 391
2024
Q1 		$308K Hold
6,250
– – 0.01% 399
2023
Q4 		$308K Hold
6,250
– – 0.01% 395
2023
Q3 		$300K Hold
6,250
– – 0.01% 399
2023
Q2 		$301K Hold
6,250
– – 0.01% 408
2023
Q1 		$303K Buy
+6,250
New +$301K 0.01% 403

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edmond de Rothschild Holding's SLQD Position: Q1 2026 in Review

Edmond de Rothschild Holding sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 6,250 shares — an estimated $317K sold.

Edmond de Rothschild Holding first reported a position in SLQD in Q1 2023 and held it in 12 quarters. The position peaked at $318K in Q3 2025. 245 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Edmond de Rothschild Holding reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 6,250 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $317K.
  • Edmond de Rothschild Holding first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 12 quarters.
  • Edmond de Rothschild Holding's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $318K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.