Skip to content
Disclosery

SLQD ISHARES TR

Follow

0-5YR INVT GR CP (fund)

242 managers (246 13F filers) reported a position in SLQD shares at 2026-03-31, 29,652,578 shares in all. 14 filers opened a position and 22 filers sold out during the quarter.

Managers
242
13F filers
246
New
14
Added
93
Reduced
88
Sold out
22
Shares held by filers
29,652,578

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Archer Investment Corp2,908$147K0.03%013F-HRTimeline
Sunbelt Securities, Inc.2,671$135K0.01%013F-HRTimeline
PlanVest Financial, Inc2,340$118K0.09%13F-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$105K0.01%013F-HRTimeline
LRI Investments, LLC1,960$99K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,942$98.1K<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,471$74.3K<0.01%-14713F-HRTimelineGroup
Godfrey Financial Associates, Inc.1,450$73.2K0.06%013F-HRTimeline
Triumph Capital Management1,349$68.1K0.01%-1,07813F-HRTimeline
Medallion Wealth Advisors, LLC1,327$67K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,300$65.6K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,145$57.8K<0.01%+1,09413F-HRTimelineGroup
Meramec Financial Planners, LLC1,022$51.7K0.02%013F-HRTimeline
MRP Capital Investments, LLC885$44.7K0.04%013F-HRTimeline
AE Wealth Management LLC846$42.7K<0.01%-65813F-HRTimeline
FMR LLCin group FMR LLC813$41.1K<0.01%-17413F-HRTimelineGroup
CVA Family Office, LLC607$30.6K<0.01%+56713F-HRTimeline
Smartleaf Asset Management LLC580$29.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC473$23.8K<0.01%+38813F-HRTimeline
Hanson & Doremus Investment Management418$21K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.394$19.9K<0.01%+113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.354$17.9K<0.01%013F-HRTimeline
Arax Advisory Partners348$17.6K<0.01%-52513F-HRTimeline
Lodestone Wealth Management LLC345$17.4K0.01%+213F-HR/ATimeline
Sound Income Strategies, LLC296$14.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC279$14.1K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.229$11.6K0.01%+213F-HRTimeline
Larson Financial Group LLC192$9.69K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…175$8.84K<0.01%-20013F-HRTimeline
Steward Partners Investment Advisory, L…163$8.23K<0.01%013F-HRTimeline
Bullock Wealth Management Group161$8.1K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC102$5.15K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$5.05K<0.01%013F-HRTimeline
Investors Research Corp92$4.64K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS80$4.04K<0.01%+7013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.75$3.79K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…64$3.21K<0.01%+113F-HRTimeline
EPG Wealth Management LLC37$1.87K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$606<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HR/ATimelineGroup
CENTRAL BANK OF BRAZIL0$0new13F-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.