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Disclosery

SLQD ISHARES TR

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0-5YR INVT GR CP (fund)

252 managers (255 13F filers) reported a position in SLQD shares at 2025-12-31, 29,372,076 shares in all. 18 filers opened a position and 14 filers sold out during the quarter.

Managers
252
13F filers
255
New
18
Added
91
Reduced
92
Sold out
14
Shares held by filers
29,372,076

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FRANKLIN RESOURCES INCin group Franklin Resources3,550$180K<0.01%+25013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,323$168K<0.01%+4213F-HRTimelineGroup
CFG Wealth Management Services, Inc.3,200$162K0.15%13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,978$151K<0.01%-8313F-HRTimeline
Archer Investment Corp2,908$147K0.03%013F-HRTimeline
Sunbelt Securities, Inc.2,671$135K0.01%013F-HRTimeline
Triumph Capital Management2,427$123K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,160$110K<0.01%+65213F-HRTimelineGroup
PITTENGER & ANDERSON INC2,100$106K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,072$105K0.01%new13F-HRTimeline
LRI Investments, LLC1,960$99.4K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,942$98.5K<0.01%-613F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,618$82K0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,504$76.2K<0.01%-6613F-HRTimeline
Godfrey Financial Associates, Inc.1,450$73.5K0.06%13F-HRTimeline
Medallion Wealth Advisors, LLC1,327$67.3K0.02%+7713F-HRTimeline
Atlantic Edge Private Wealth Management…1,300$65.9K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.51$58.1K<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC1,022$51.9K0.02%13F-HRTimeline
FMR LLCin group FMR LLC987$50K<0.01%-1,64313F-HRTimelineGroup
MRP Capital Investments, LLC885$44.9K0.04%-3013F-HRTimeline
Arax Advisory Partners873$44.3K<0.01%new13F-HRTimeline
HM PAYSON & CO500$25.4K<0.01%-3113F-HRTimeline
Hanson & Doremus Investment Management418$21K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.393$19.9K<0.01%-6413F-HRTimeline
Capital Investment Advisory Services, L…375$19K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.354$17.9K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC343$17.4K0.01%new13F-HRTimeline
Sound Income Strategies, LLC296$15K<0.01%-2,19913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.269$13.6K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.227$11.5K0.01%+313F-HRTimeline
Larson Financial Group LLC192$9.73K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…165$8.37K<0.01%-67,47913F-HRTimelineGroup
Steward Partners Investment Advisory, L…163$8.26K<0.01%-65513F-HRTimeline
Camelot Portfolios, LLC108$5.48K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC102$5.17K<0.01%-17013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.07K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$5.07K<0.01%013F-HRTimeline
Investors Research Corp92$4.66K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC88$4.46K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC85$4.31K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC81$4.11K<0.01%-41913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.75$3.8K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…63$3.2K<0.01%+113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …43$2.18K<0.01%new13F-HRTimeline
CVA Family Office, LLC40$2.03K<0.01%013F-HRTimeline
EPG Wealth Management LLC37$1.88K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$608<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$507<0.01%new13F-HRTimelineGroup
Strategic Advocates LLC9$457<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.