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 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 $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

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

WIA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

Raymond James Financial's SLQD Position: Q1 2026 in Review

Raymond James Financial increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7.3% in Q1 2026, buying an estimated $2.51M and bringing the position to 727,957 shares worth $36.8M. The position accounts for 0.01% of the portfolio, ranked #1051.

Raymond James Financial first reported a position in SLQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.4M in Q1 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Raymond James Financial held 727,957 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $36.8M as of Q1 2026.
Raymond James Financial bought 49,467 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.51M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1051 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 6 quarters since.
Raymond James Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $55.4M in Q1 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.