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 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

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

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