Raymond James Financial’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Raymond James Financial’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 Q3	$35.8M	Sell	723,043 -101,255	-12%	-$5.06M	0.01%	1147
2026 Q2	$41.5M	Buy	824,298 +96,341	+13%	+$4.85M	0.01%	1027
2026 Q1	$36.8M	Buy	727,957 +49,467	+7%	+$2.51M	0.01%	1051
2025 Q4	$34.4M	Sell	678,490 -12,746	-2%	-$647K	0.01%	1069
2025 Q3	$35.1M	Sell	691,236 -391,306	-36%	-$19.8M	0.01%	1027
2025 Q2	$54.8M	Sell	1,082,542 -20,130	-2%	-$1.01M	0.02%	714
2025 Q1	$55.4M	Buy	1,102,672 +38,398	+4%	+$1.92M	0.02%	673
2024 Q4	$52.9M	Buy	+1,064,274	New	+$53.1M	0.02%	690

Other funds holding SLQD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Raymond James Financial's SLQD Position: Q3 2026 in Review

Raymond James Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 12% in Q3 2026, selling an estimated $5.06M and leaving 723,043 shares worth $35.8M. The position accounts for 0.01% of the portfolio, ranked #1147.

Raymond James Financial first reported a position in SLQD in Q4 2024 and has held it in 8 quarters since. The position peaked at $55.4M in Q1 2025. 222 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Raymond James Financial held 723,043 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $35.8M as of Q3 2026.
Raymond James Financial sold 101,255 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $5.06M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1147 holding.
Raymond James Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $55.4M in Q1 2025.
222 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.