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

Jeff Yass’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	–	Sell	-5,492	Closed	-$277K	–	14435
2026 Q1	$277K	Sell	5,492 -6,936	-56%	-$352K	﹤0.01%	11052
2025 Q4	$630K	Buy	+12,428	New	+$631K	﹤0.01%	8265
2025 Q3	–	Sell	-39,362	Closed	-$1.99M	–	13758
2025 Q2	$1.99M	Buy	39,362 +12,583	+47%	+$632K	﹤0.01%	5790
2025 Q1	$1.35M	Buy	26,779 +21,053	+368%	+$1.05M	﹤0.01%	6496
2024 Q4	$285K	Sell	5,726 -246,320	-98%	-$12.3M	﹤0.01%	9944
2024 Q3	$12.7M	Buy	252,046 +97,580	+63%	+$4.87M	﹤0.01%	2315
2024 Q2	$7.61M	Buy	+154,466	New	+$7.58M	﹤0.01%	2829
2024 Q1	–	Sell	-332,955	Closed	-$16.4M	–	13239
2023 Q4	$16.4M	Buy	332,955 +229,546	+222%	+$11.1M	﹤0.01%	2015
2023 Q3	$4.96M	Sell	103,409 -26,482	-20%	-$1.27M	﹤0.01%	3531
2023 Q2	$6.26M	Buy	129,891 +88,760	+216%	+$4.29M	﹤0.01%	3164
2023 Q1	$1.99M	Sell	41,131 -891,407	-96%	-$42.9M	﹤0.01%	5157
2022 Q4	$44.6M	Buy	932,538 +906,682	+3,507%	+$43.2M	0.01%	947
2022 Q3	$1.23M	Buy	+25,856	New	+$1.25M	﹤0.01%	6113
2022 Q2	–	Sell	-56,529	Closed	-$2.79M	–	13851
2022 Q1	$2.79M	Buy	56,529 +2,609	+5%	+$131K	﹤0.01%	4762
2021 Q4	$2.75M	Buy	53,920 +26,434	+96%	+$1.35M	﹤0.01%	4806
2021 Q3	$1.42M	Buy	27,486 +13,207	+92%	+$684K	﹤0.01%	6632
2021 Q2	$740K	Sell	14,279 -12,215	-46%	-$633K	﹤0.01%	8601
2021 Q1	$1.37M	Buy	26,494 +12,764	+93%	+$663K	﹤0.01%	6895
2020 Q4	$717K	Buy	13,730 +7,849	+133%	+$409K	﹤0.01%	7483
2020 Q3	$307K	Buy	+5,881	New	+$307K	﹤0.01%	8658
2019 Q4	–	Sell	-24,252	Closed	-$1.24M	–	10551
2019 Q3	$1.24M	Buy	24,252 +10,629	+78%	+$542K	﹤0.01%	5229
2019 Q2	$694K	Buy	13,623 +1,105	+9%	+$55.8K	﹤0.01%	6531
2019 Q1	$632K	Sell	12,518 -9,828	-44%	-$491K	﹤0.01%	5855
2018 Q4	$1.11M	Buy	+22,346	New	+$1.1M	﹤0.01%	4488
2018 Q2	–	Sell	-11,178	Closed	-$556K	–	10339
2018 Q1	$556K	Buy	+11,178	New	+$558K	﹤0.01%	6417
2017 Q4	–	Sell	-4,547	Closed	-$230K	–	9852
2017 Q3	$230K	Buy	+4,547	New	+$230K	﹤0.01%	7800
2017 Q2	–	Sell	-78,781	Closed	-$3.97M	–	9778
2017 Q1	$3.97M	Buy	78,781 +63,536	+417%	+$3.2M	﹤0.01%	2624
2016 Q4	$765K	Buy	15,245 +6,925	+83%	+$349K	﹤0.01%	6086
2016 Q3	$423K	Sell	8,320 -2,603	-24%	-$133K	﹤0.01%	6367
2016 Q2	$557K	Sell	10,923 -35,304	-76%	-$1.79M	﹤0.01%	5943
2016 Q1	$2.33M	Buy	+46,227	New	+$2.32M	﹤0.01%	3471
2015 Q4	–	Sell	-39,361	Closed	-$1.98M	–	9926
2015 Q3	$1.98M	Buy	+39,361	New	+$1.98M	﹤0.01%	4311
2015 Q2	–	Sell	-10,738	Closed	-$545K	–	10429
2015 Q1	$545K	Buy	+10,738	New	+$543K	﹤0.01%	6934
2014 Q4	–	Sell	-7,045	Closed	-$354K	–	10053
2014 Q3	$354K	Buy	+7,045	New	+$355K	﹤0.01%	7771

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

Jeff Yass's SLQD Position: Q2 2026 in Review

Jeff Yass sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 5,492 shares — an estimated $277K sold.

Jeff Yass first reported a position in SLQD in Q3 2014 and held it in 34 quarters. The position peaked at $44.6M in Q4 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Jeff Yass reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 5,492 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $277K.
Jeff Yass first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2014 and held it in 34 quarters.
Jeff Yass's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $44.6M in Q4 2022.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.