UBS Group’s SanJac Alpha Low Duration ETF SJLD Stock Holding History

UBS Group’s Portfolio SJLD Stock Details SJLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.9K	Hold	195	–	–	﹤0.01%	8869
2025 Q4	$4.93K	Buy	+195	New	+$4.96K	﹤0.01%	8762
2025 Q3	–	Sell	-4	Closed	-$100	–	11164
2025 Q2	$100	Hold	4	–	–	﹤0.01%	10006
2025 Q1	$101	Hold	4	–	–	﹤0.01%	9945
2024 Q4	$100	Buy	+4	New	+$100	﹤0.01%	9652

Other funds holding SJLD

WIA

Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

UBS Group's SJLD Position: Q1 2026 in Review

UBS Group held its SanJac Alpha Low Duration ETF (SJLD) position steady in Q1 2026 at 195 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8869.

UBS Group first reported a position in SJLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.93K in Q4 2025. 2 funds tracked by Wall St. Rank hold SJLD as of Q1 2026.

UBS Group held 195 shares of SanJac Alpha Low Duration ETF worth $4.9K as of Q1 2026.
UBS Group left its SanJac Alpha Low Duration ETF share count unchanged in Q1 2026.
SanJac Alpha Low Duration ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8869 holding.
UBS Group first reported a position in SanJac Alpha Low Duration ETF in Q4 2024 and has held it in 5 quarters since.
UBS Group's SanJac Alpha Low Duration ETF position peaked at $4.93K in Q4 2025.
2 funds tracked by Wall St. Rank held SanJac Alpha Low Duration ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.