Loomis, Sayles & Company
SLQD icon

Loomis, Sayles & Company’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Loomis, Sayles & Company’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 		$8.14M Buy
161,697
+48,938
+43% +$2.46M 0.01% 405
2026
Q1 		$5.69M Sell
112,759
-59,241
-34% -$3M 0.01% 403
2025
Q4 		$8.72M Buy
172,000
+105,000
+157% +$5.33M 0.01% 376
2025
Q3 		$3.41M Buy
+67,000
New +$3.39M ﹤0.01% 441

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

Loomis, Sayles & Company's SLQD Position: Q2 2026 in Review

Loomis, Sayles & Company increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 43% in Q2 2026, buying an estimated $2.46M and bringing the position to 161,697 shares worth $8.14M. The position accounts for 0.01% of the portfolio, ranked #405.

Loomis, Sayles & Company first reported a position in SLQD in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.72M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Loomis, Sayles & Company held 161,697 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $8.14M as of Q2 2026.
  • Loomis, Sayles & Company bought 48,938 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.46M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #405 holding.
  • Loomis, Sayles & Company first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Loomis, Sayles & Company's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.72M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.