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Disclosery

SLQD ISHARES TR

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0-5YR INVT GR CP (fund)

241 managers (245 13F filers) reported a position in SLQD shares at 2025-03-31, 27,561,046 shares in all. 22 filers opened a position and 22 filers sold out during the quarter.

Managers
241
13F filers
245
New
22
Added
94
Reduced
86
Sold out
22
Shares held by filers
27,561,046

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PITTENGER & ANDERSON INC2,100$106K<0.01%013F-HRTimeline
Allworth Financial LP2,019$101K<0.01%+1,84613F-HRTimeline
LRI Investments, LLC2,003$101K0.01%+4313F-HRTimeline
NorthRock Partners, LLC1,633$82.1K<0.01%-2,23313F-HRTimeline
AE Wealth Management LLC1,529$76.9K<0.01%+10113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,315$66.1K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,300$65.4K0.02%013F-HRTimeline
Tortoise Investment Management, LLC1,295$65.1K0.01%-3,21013F-HR/ATimeline
Medallion Wealth Advisors, LLC1,240$62.2K0.03%+1013F-HRTimeline
MRP Capital Investments, LLC1,180$59.3K0.06%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,145$57.6K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC1,090$54.8K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA925$46.5K<0.01%new13F-HRTimelineGroup
Security National Bank820$41.2K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…818$41.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.636$32K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc632$31.7K0.01%013F-HRTimeline
HM PAYSON & CO531$26.7K<0.01%+3113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC418$21K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management418$21K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…375$18.9K<0.01%-20013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.354$17.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC296$14.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC272$13.7K<0.01%+17013F-HRTimeline
BLAIR WILLIAM & CO/IL269$13.5K<0.01%013F-HRTimeline
Larson Financial Group LLC192$9.65K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC162$8.14K<0.01%+1513F-HRTimelineGroup
Farther Finance Advisors, LLC150$7.52K<0.01%+10713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.148$7.44K<0.01%-1,25013F-HRTimeline
CWM, LLCin group CWM, LLC111$6K<0.01%+10313F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC100$5.03K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$5.03K<0.01%-10013F-HRTimeline
Investors Research Corp92$4.63K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.75$3.77K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…61$3.06K<0.01%013F-HRTimeline
Arax Advisory Partners60$3.02K<0.01%new13F-HRTimeline
EPG Wealth Management LLC37$1.86K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC23$1.16K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$603<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,18113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.