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Disclosery

LQDW ISHARES TR

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INVT GRD CORP BD (fund)

34 managers (34 13F filers) reported a position in LQDW shares at 2025-06-30, 2,098,703 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
8
Added
12
Reduced
9
Sold out
2
Shares held by filers
2,098,703

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/622,830$15.9M<0.01%+144,23813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC315,920$8.06M0.11%-251,38113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC250,622$6.4M<0.01%+17,40213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC195,613$4.99M0.01%+184,24013F-HRTimeline
LPL Financial LLC105,462$2.69M<0.01%+62,34713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,139$2.61M<0.01%+19,22913F-HRTimelineGroup
Private Advisor Group, LLC80,768$2.06M0.01%+1,50213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,058$1.74M<0.01%new13F-HRTimeline
NAPA WEALTH MANAGEMENT48,783$1.24M0.6%-3,43713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…41,489$1.06M0.2%-19013F-HRTimelineGroup
OLD MISSION CAPITAL LLC30,403$776K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC27,500$702K0.08%+3,50013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,863$686K<0.01%+9,32913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,137$565K<0.01%+1,10213F-HRTimelineGroup
WealthShield Partners, LLC19,646$501K0.06%-76913F-HRTimeline
Kingsview Wealth Management, LLC17,881$456K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.16,411$419K0.2%-8213F-HRTimeline
Coordinated Financial Services, Inc.15,314$391K0.27%13F-HRTimeline
Aurora Private Wealth, Inc.12,556$320K0.24%-2113F-HRTimeline
Comprehensive Financial Consultants Ins…12,276$313K0.1%+19413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,121$309K<0.01%-90913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,889$303K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,976$280K<0.01%new13F-HRTimelineGroup
Investment Partners Asset Management, I…8,926$228K0.16%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,786$224K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,750$223K0.01%+20013F-HRTimeline
Aptus Capital Advisors, LLC884$22.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.818$20.9K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA744$19K<0.01%-2,37613F-HR/ATimelineGroup
Red Tortoise LLC616$15.7K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN426$10.9K<0.01%+42613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95$2.42K<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%-32713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.