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Disclosery

SLQD ISHARES TR

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0-5YR INVT GR CP (fund)

247 managers (253 13F filers) reported a position in SLQD shares at 2026-06-30, 30,139,101 shares in all. 23 filers opened a position and 16 filers sold out during the quarter.

Managers
247
13F filers
253
New
23
Added
104
Reduced
77
Sold out
16
Shares held by filers
30,139,101

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
Wagner Wealth Management, LLC3,362$169K0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,350$169K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC3,326$168K<0.01%13F-HRTimeline
PITTENGER & ANDERSON INC3,170$160K0.01%013F-HRTimeline
Archer Investment Corp2,908$146K0.03%013F-HR/ATimeline
PlanVest Financial, Inc2,370$119K0.08%+3013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,160$109K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,072$104K0.01%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP2,000$101K0.01%new13F-HRTimelineGroup
LRI Investments, LLC1,960$98.7K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,942$97.8K<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,471$74.1K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.1,450$73K0.06%013F-HRTimeline
Triumph Capital Management1,351$68.1K0.01%+213F-HRTimeline
Medallion Wealth Advisors, LLC1,201$61.9K0.02%-12613F-HRTimeline
IFG Advisory, LLC1,221$61.5K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC1,021$51.4K0.01%new13F-HRTimeline
Meramec Financial Planners, LLC1,022$51.2K0.02%013F-HRTimeline
FMR LLCin group FMR LLC997$50.2K<0.01%+18413F-HRTimelineGroup
AE Wealth Management LLC958$48.3K<0.01%+11213F-HRTimeline
MRP Capital Investments, LLC885$44.6K0.03%013F-HRTimeline
Atlantic Edge Private Wealth Management…800$40.3K0.01%-50013F-HRTimeline
Farther Finance Advisors, LLC602$30.3K<0.01%+12913F-HRTimeline
Smartleaf Asset Management LLC580$29.2K<0.01%013F-HRTimeline
CVA Family Office, LLC567$28.6K<0.01%-4013F-HRTimeline
Highland Investment Advisors LLC503$25.3K0.01%13F-HRTimeline
Hanson & Doremus Investment Management418$21K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.396$20K<0.01%+213F-HRTimeline
Lodestone Wealth Management LLC349$17.6K0.01%+413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.349$17.6K<0.01%-513F-HRTimeline
IMA Advisory Services, Inc.320$16.1K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.232$11.7K0.01%+313F-HRTimeline
Larson Financial Group LLC192$9.67K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…175$8.81K<0.01%013F-HRTimeline
Markowski Investments175$8.8K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…163$8.21K<0.01%013F-HRTimeline
MTM Investment Management, LLC140$7.05K<0.01%-13913F-HRTimeline
Aptus Capital Advisors, LLC102$5.14K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.04K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$5.04K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.75$3.78K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…64$3.24K<0.01%013F-HRTimeline
EPG Wealth Management LLC37$1.86K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13$655<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC1$36<0.01%new13F-HRTimeline
CENTRAL BANK OF BRAZIL0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.