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Disclosery

SLQD ISHARES TR

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0-5YR INVT GR CP (fund)

242 managers (246 13F filers) reported a position in SLQD shares at 2025-06-30, 27,482,354 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
242
13F filers
246
New
13
Added
86
Reduced
91
Sold out
14
Shares held by filers
27,482,354

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
EP Wealth Advisors, LLC2,861$145K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2,656$134K0.01%+2713F-HRTimeline
PITTENGER & ANDERSON INC2,100$106K<0.01%013F-HRTimeline
LRI Investments, LLC1,960$99.2K0.01%-4313F-HRTimeline
AE Wealth Management LLC1,579$79.9K<0.01%+5013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,315$66.5K<0.01%013F-HR/ATimelineGroup
Atlantic Edge Private Wealth Management…1,300$65.8K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,250$63K0.02%+1013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,145$57.9K<0.01%013F-HRTimelineGroup
MRP Capital Investments, LLC915$46.3K0.03%-26513F-HRTimeline
Steward Partners Investment Advisory, L…818$41.4K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.771$39K<0.01%new13F-HRTimelineGroup
Christopher J. Hasenberg, Inc632$32K0.01%013F-HRTimeline
Security National Bank627$31.7K0.01%-19313F-HRTimeline
HM PAYSON & CO531$26.9K<0.01%013F-HRTimeline
Traub Capital Management LLC500$25.3K0.02%13F-HRTimeline
LANARK FINANCIAL, INC.455$23K<0.01%-18113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC418$21.1K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management418$21K<0.01%013F-HRTimeline
Addison Advisors LLC413$20.9K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…375$19K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.354$17.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC344$17.4K<0.01%+18213F-HRTimelineGroup
Sound Income Strategies, LLC296$15K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC272$13.7K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.222$11.2K0.01%13F-HRTimeline
Larson Financial Group LLC192$9.71K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.148$7.49K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC111$6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC117$5.92K<0.01%-3313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.06K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$5.06K<0.01%013F-HRTimeline
Investors Research Corp92$4.65K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC88$4.45K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.75$3.79K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…62$3.11K<0.01%+113F-HRTimeline
Arax Advisory Partners60$3.04K<0.01%013F-HRTimeline
CVA Family Office, LLC40$2.02K<0.01%new13F-HRTimeline
EPG Wealth Management LLC37$1.87K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$607<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.