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Disclosery

LQDW ISHARES TR

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INVT GRD CORP BD (fund)

43 managers (43 13F filers) reported a position in LQDW shares at 2026-06-30, 3,155,996 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
6
Added
18
Reduced
11
Sold out
6
Shares held by filers
3,155,996

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/891,169$21.4M<0.01%-17,50413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC454,812$10.9M<0.01%+36,39713F-HRTimelineGroup
LPL Financial LLC324,075$7.79M<0.01%+11,77713F-HRTimeline
Sentinel Advisory Group, LLC276,852$6.65M2.72%+28,18813F-HRTimeline
Kelly Financial Services LLC180,681$4.34M0.93%+4,33413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP153,561$3.69M<0.01%+21,18613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC148,564$3.57M0.03%+5,43313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC102,894$2.47M0.15%+10,59713F-HRTimeline
MATHER GROUP, LLC.94,515$2.27M0.02%-74,18013F-HRTimeline
Private Advisor Group, LLC55,510$1.33M0.01%-44,10913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,060$1.23M<0.01%+7,33113F-HRTimelineGroup
HighTower Advisors, LLC47,924$1.15M<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…30,458$732K<0.01%+6,61313F-HRTimelineGroup
Prosperity Consulting Group, LLC29,361$705K0.03%-1,49413F-HRTimeline
SeaCrest Wealth Management, LLC28,500$685K0.08%+1,00013F-HRTimeline
Nicholas Wealth, LLC.25,941$623K0.34%+8,35113F-HRTimeline
Farther Finance Advisors, LLC23,837$573K<0.01%+23,23713F-HRTimeline
DOVER ADVISORS, LLC21,292$523K0.21%-3,12513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,232$502K<0.01%-1,78413F-HRTimeline
Belpointe Asset Management LLC20,016$481K0.02%-2,18313F-HRTimeline
Fortis Capital Advisors, LLC20,016$481K0.05%-2,18313F-HRTimeline
Lloyd Advisory Services, LLC.19,237$462K0.18%new13F-HRTimeline
MGO ONE SEVEN LLC18,259$439K0.01%013F-HRTimeline
IMA Advisory Services, Inc.15,401$370K0.02%new13F-HRTimeline
Cetera Investment Advisers13,543$325K<0.01%+2,17513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,710$281K<0.01%+55913F-HRTimeline
Comprehensive Financial Consultants Ins…11,660$280K0.07%013F-HRTimeline
PRIVATE TRUST CO NA11,600$279K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,994$264K<0.01%-1,85913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,951$263K<0.01%-6,69613F-HRTimelineGroup
CRA Financial Services, LLC9,240$222K0.03%+2113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,000$216K<0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,786$211K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC884$21.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC744$17.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC627$15.1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN295$7.08K<0.01%+29513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA306$7K<0.01%+613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150$3.6K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC141$3.4K<0.01%-25,59613F-HRTimeline
Triumph Capital Management131$3.15K<0.01%+10013F-HRTimeline
IFP Advisors, Inc66$1.59K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$30<0.01%new13F-HRTimelineGroup