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Disclosery

SLQD ISHARES TR

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0-5YR INVT GR CP (fund)

242 managers (244 13F filers) reported a position in SLQD shares at 2025-09-30, 29,713,820 shares in all. 22 filers opened a position and 18 filers sold out during the quarter.

Managers
242
13F filers
244
New
22
Added
96
Reduced
81
Sold out
18
Shares held by filers
29,713,820

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sunbelt Securities, Inc.2,671$136K0.01%-68313F-HRTimeline
FMR LLCin group FMR LLC2,630$134K<0.01%+2,28613F-HRTimelineGroup
Sound Income Strategies, LLC2,495$126K0.01%+2,19913F-HRTimeline
PITTENGER & ANDERSON INC2,100$107K<0.01%013F-HRTimeline
LRI Investments, LLC1,960$99.6K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,948$99K<0.01%-4,00113F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,618$82.2K0.01%+84713F-HRTimelineGroup
AE Wealth Management LLC1,570$79.8K<0.01%-913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,508$76.6K<0.01%+19313F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,300$66.1K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,272$64.7K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,250$63.5K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,193$60.7K<0.01%-41,65113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.51$58.2K<0.01%-1,09413F-HRTimelineGroup
BOK Financial Private Wealth, Inc.1,100$55.9K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC915$46.3K0.04%013F-HR/ATimeline
Steward Partners Investment Advisory, L…818$41.6K<0.01%013F-HRTimeline
HM PAYSON & CO531$27K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC500$25.4K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.457$23.3K<0.01%+213F-HRTimeline
Hanson & Doremus Investment Management418$21K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…403$20.5K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…375$19.1K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.354$18K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC272$13.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.269$13.7K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.224$11.4K0.01%+213F-HRTimeline
Larson Financial Group LLC192$9.76K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.08K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$5.08K<0.01%013F-HRTimeline
Investors Research Corp92$4.68K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC88$4.47K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC85$4.32K<0.01%-3213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.75$3.81K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…62$3.16K<0.01%013F-HRTimeline
CVA Family Office, LLC40$2.03K<0.01%013F-HRTimeline
EPG Wealth Management LLC37$1.88K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC27$1.37K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$610<0.01%013F-HRTimeline
Strategic Advocates LLC9$457<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$102<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC0$21<0.01%-2,65613F-HRTimelineAmount filed as zero, left out of ratios.