BOLTON SECURITIES CORPORATION’s SanJac Alpha Low Duration ETF SJLD Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$243K	Hold	9,800	–	–	0.01%	828
2026 Q2	$246K	Hold	9,800	–	–	0.01%	837
2026 Q1	$246K	Buy	+9,800	New	+$249K	0.01%	752
2025 Q3	$248K	Buy	+9,800	New	+$248K	0.01%	688

Other funds holding SJLD

Wealthedge Investment Advisors New York $310M AUM 15.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SJLD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its SanJac Alpha Low Duration ETF (SJLD) position steady in Q3 2026 at 9,800 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #828.

BOLTON SECURITIES CORPORATION first reported a position in SJLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q3 2025. 2 funds tracked by Wall St. Rank hold SJLD as of Q3 2026.

BOLTON SECURITIES CORPORATION held 9,800 shares of SanJac Alpha Low Duration ETF worth $243K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its SanJac Alpha Low Duration ETF share count unchanged in Q3 2026.
SanJac Alpha Low Duration ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #828 holding.
BOLTON SECURITIES CORPORATION first reported a position in SanJac Alpha Low Duration ETF in Q3 2025 and has held it in 4 quarters since.
BOLTON SECURITIES CORPORATION's SanJac Alpha Low Duration ETF position peaked at $248K in Q3 2025.
2 funds tracked by Wall St. Rank held SanJac Alpha Low Duration ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.