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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
MORGAN STANLEYin group MORGAN STANLEY2,258,111$114M0.01%-40,70313F-HRTimelineGroup
LPL Financial LLC1,227,737$62.1M0.02%+85,05813F-HRTimeline
LJI Wealth Management, LLC1,120,845$56.7M9.88%+16,46713F-HRTimeline
UBS Group AGin group UBS Group AG1,104,138$55.9M0.01%+22,08313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,082,542$54.8M0.02%-20,13013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,008,095$51M1.49%-23,12513F-HRTimelineGroup
Bramshill Investments, LLC954,338$48.3M5.05%+27,45313F-HRTimeline
World Investment Advisors946,574$47.9M1.09%+76,63513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC887,637$44.9M0.01%+31,43713F-HRTimelineGroup
MAI Capital Management879,957$44.5M0.31%+25,86313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …835,389$42.3M0.07%013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.739,636$37.4M9.65%+68,08513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC717,259$36.3M6.32%-42,25813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/675,535$34.2M<0.01%-15,18213F-HRTimelineGroup
Crews Bank & Trust651,171$32.9M5.19%+14,19813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE627,827$31.8M0.04%+32,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA602,006$30.5M0.01%+55,04613F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV442,768$22.4M1.61%+19,38313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding434,130$22M+18,615Timeline
Wiser Wealth Management, Inc402,027$20.3M5.09%+12,23913F-HRTimeline
Waterloo Capital, L.P.341,102$17.3M1.39%+104,42913F-HRTimeline
CAMDEN NATIONAL BANK305,682$15.5M2.23%+7,86813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA284,941$14.4M0.04%-220,61213F-HRTimelineGroup
NewEdge Advisors, LLC283,086$14.3M0.07%+173,02813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC265,500$13.4M0.02%-108,80013F-HRTimeline
Financiere des Professionnels - Fonds d…255,700$12.9M0.78%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO244,298$12.4M<0.01%+66,09413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC229,013$11.6M0.02%+149,20613F-HRTimelineGroup
Global Wealth Management Investment Adv…228,698$11.6M2.17%+2,18113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP225,505$11.4M0.01%-5,12413F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.224,388$11.4M3.24%+9,12313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding213,524$10.8M-13,020Timeline
HighTower Advisors, LLC212,366$10.7M0.01%-7,82313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN205,327$10.4M<0.01%+110,99713F-HRTimelineGroup
Cetera Investment Advisers191,210$9.67M0.02%+2,57013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.163,667$8.28M0.05%+37,99813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…160,747$8.13M0.01%+117,42913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC154,882$7.84M0.01%-4,17313F-HRTimeline
Saiph Capital, LLC151,198$7.65M2.98%+7,25713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,997$7.59M0.01%-99,28713F-HR/ATimelineGroup
Ifrah Financial Services, Inc.149,062$7.54M2.06%-413F-HRTimeline
Summit Financial, LLC145,753$7.37M0.17%+5,75113F-HRTimeline
Sierra Capital LLC142,078$7.19M0.83%+8,72013F-HRTimeline
Mariner, LLCin group Mariner, LLC140,238$7.09M0.01%+100,61213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC139,537$7.06M0.02%+7,46713F-HRTimeline
SCOTIA CAPITAL INC.130,585$6.61M0.03%-120,93313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC125,289$6.34M0.01%+113,01713F-HRTimelineGroup
River Wealth Advisors LLC121,016$6.12M0.76%-16,21313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC119,006$6.02M4.82%-45,88713F-HRTimeline
Federation des caisses Desjardins du Qu…117,666$5.95M0.03%-6,18513F-HRTimeline
Financial Engines Advisors L.L.C.114,701$5.8M0.01%-7,07313F-HRTimeline
Waverly Advisors, LLC103,043$5.21M0.06%-72513F-HRTimeline
Private Advisor Group, LLC102,258$5.17M0.03%-29213F-HRTimeline
DecisionPoint Financial, LLC102,445$5.16M1.32%-2,71913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…99,623$5.04M0.06%-86,54813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC98,763$5M0.03%-175,16513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC95,618$4.84M0.09%+15,80813F-HRTimelineGroup
Rosenberg Matthew Hamilton93,515$4.73M1.1%-10,69513F-HRTimeline
Whalen Wealth Management Inc.90,771$4.59M2.88%-7,57413F-HRTimeline
Charter Oak Capital Management, LLC82,446$4.17M0.35%-7,61513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…80,276$4.06M0.21%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,283$4.01M<0.01%+26,58113F-HRTimelineGroup
Sanctuary Advisors, LLC78,900$3.99M0.02%-59813F-HRTimeline
Atria Investments, Inc76,940$3.89M0.05%-60213F-HRTimeline
Belpointe Asset Management LLC76,519$3.87M0.16%+2,16913F-HRTimeline
Trail Ridge Investment Advisors, LLC75,207$3.8M1.83%-16713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,616$3.62M<0.01%-15,66213F-HRTimelineGroup
Obsido Oy66,942$3.39M2.57%-46913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,546$3.3M0.01%+14,35213F-HRTimeline
Rockbridge Investment Management, LCC61,988$3.14M0.34%+1713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.61,815$3.13M0.01%-14,32313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,795$3.03M<0.01%-14313F-HRTimelineGroup
TD Waterhouse Canada Inc.51,755$2.61M0.02%+12,37713F-HRTimeline
Turn8 Private Wealth Inc.49,526$2.51M1.81%+3,55013F-HRTimeline
Fonville Wealth Management LLC48,834$2.47M0.63%-4,15813F-HRTimeline
IFP Advisors, Inc48,600$2.46M0.07%+30,80313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth47,541$2.41M0.03%-2,59213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding46,424$2.35M-1,555Timeline
Prospera Financial Services Inc46,084$2.33M0.04%+26,34813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,844$2.17M0.11%+5,02713F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,763$2.16M0.01%+31,99913F-HRTimeline
COMERICA BANK42,493$2.15M0.01%-52913F-HRTimeline
Laurel Wealth Advisors LLC40,428$2.05M0.31%-45513F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,362$1.99M<0.01%+12,58313F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT37,493$1.9M0.7%-74913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,440$1.89M<0.01%-4,91413F-HRTimelineGroup
Argent Advisors, Inc.35,240$1.78M0.55%-3,65413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,858$1.76M0.14%-2,13813F-HRTimeline
Cosner Financial Group, LLC34,744$1.76M0.98%013F-HRTimeline
Sugar Maple Asset Management, LLC33,373$1.69M1.32%+1,66213F-HRTimeline
OFC FINANCIAL PLANNING, LLC33,053$1.67M1.78%-1,15413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…32,584$1.64M0.64%-20,19413F-HRTimeline
Curi Capital, LLC32,194$1.63M0.03%-5,58613F-HRTimeline
Life Planning Partners, Inc31,237$1.58M1.26%+2,85313F-HRTimeline
American Money Management, LLC29,748$1.5M0.27%-7,52713F-HRTimeline
Biondo Investment Advisors, LLC29,725$1.5M0.2%+79513F-HRTimeline
JGP Wealth Management, LLC29,511$1.49M0.18%+10,20813F-HRTimeline
Montis Financial, LLC29,249$1.48M0.41%-8,79513F-HRTimeline
NDWM LLC29,038$1.47M1.08%-36913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP27,805$1.41M0.06%-197,03213F-HRTimeline
BARINGS LLCin group BARINGS LLC27,476$1.39M0.03%+19,59213F-HRTimelineGroup
Sigma Planning Corp26,124$1.32M0.04%+2,71313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,536$1.29M0.01%+11,34413F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA24,954$1.26M0.06%-99513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding24,441$1.24M-104Timeline
Garden State Investment Advisory Servic…24,020$1.22M0.33%-16413F-HRTimeline
City Center Advisors, LLC23,852$1.21M1.29%-1,72313F-HRTimeline
Central Pacific Bank - Trust Division23,454$1.19M0.15%013F-HRTimeline
Alpha Financial Partners LLC22,694$1.15M0.83%new13F-HRTimeline
Wescott Financial Advisory Group, LLC22,597$1.14M0.11%-73913F-HRTimeline
Private Wealth Group, LLC22,395$1.13M0.6%-6,95213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,192$1.12M<0.01%+5,58713F-HR/ATimelineGroup
Factor Wealth Management LTD21,691$1.1M0.3%-28113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich21,540$1.09M<0.01%013F-HR/ATimeline
PrairieView Partners, LLC20,994$1.06M0.1%-1,32813F-HRTimeline
Janney Montgomery Scott LLC19,943$1.01M<0.01%-91913F-HRTimeline
IPG Investment Advisors LLC19,907$1.01M0.2%-6,91213F-HRTimeline
Rehmann Capital Advisory Group19,887$1.01M0.06%-73413F-HRTimeline
Mutual Advisors, LLC19,809$1000K0.02%+3,35213F-HRTimeline
FC Advisory LLC19,612$992K0.31%+10813F-HRTimeline
Stokes Family Office, LLC17,917$906K0.1%013F-HRTimeline
GeoWealth Management, LLC17,596$890K0.03%+1,66913F-HRTimeline
GC Wealth Management RIA, LLC17,596$890K0.07%+1,66913F-HRTimeline
Fortis Capital Management LLC17,431$882K0.14%+10013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,964$858K0.09%013F-HRTimeline
Private Wealth Management Group, LLC16,648$842K0.28%+65513F-HRTimeline
Compound Planning, Inc.16,456$833K0.03%-23913F-HRTimeline
KELLY FINANCIAL GROUP LLC16,293$824K0.24%-7,87313F-HRTimeline
One Wealth Advisors, LLC15,948$807K0.11%-98013F-HRTimeline
Arkadios Wealth Advisors14,897$754K0.02%+2,84013F-HRTimeline
Integrated Wealth Concepts LLC14,673$742K0.01%+1,38113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,337$725K0.06%+35913F-HRTimeline
4J Wealth Management LLC14,156$716K0.48%-25713F-HRTimeline
Advisory Alpha, LLC13,044$660K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.12,802$648K<0.01%+67113F-HRTimeline
Probity Advisors, Inc.12,695$642K0.11%-1,05513F-HRTimeline
Vestmark Advisory Solutions, Inc.12,153$615K0.01%new13F-HRTimeline
Seed Wealth Management, Inc.12,050$610K0.45%013F-HRTimeline
Freedom Investment Management, Inc.12,019$608K0.05%-3,58213F-HRTimeline
Summa Corp.12,000$607K0.32%013F-HRTimeline
Wolff Financial Management LLC11,824$598K0.15%+10513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,801$597K0.01%-17013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO11,680$591K0.04%013F-HR/ATimelineGroup
Rialto Wealth Management, LLC11,613$588K0.16%013F-HRTimeline
Disciplined Investments, LLC11,259$570K0.24%+2013F-HRTimeline
Cedar Point Capital Partners, LLC10,881$550K0.39%-11,91113F-HRTimeline
RFG Advisory, LLC10,507$532K0.01%new13F-HRTimeline
Hoxton Planning & Management, LLC10,269$520K0.18%-43613F-HRTimeline
Investment Advisory Group, LLC9,876$500K0.15%013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC8,931$452K0.17%+1,53413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,916$451K<0.01%+1,83613F-HRTimelineGroup
PRIVATE TRUST CO NA8,787$445K0.04%+4,39713F-HRTimeline
Bison Wealth, LLC8,741$440K0.03%+5113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,090$409K0.07%013F-HRTimeline
Good Life Advisors, LLC7,466$378K0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,464$378K0.05%-1,09313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,168$363K0.01%+55213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,108$360K0.01%-2013F-HRTimelineGroup
MidAtlantic Capital Management, Inc.6,907$349K0.25%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,552$331K0.23%013F-HRTimeline
Valmark Advisers, Inc.6,543$331K<0.01%+1213F-HRTimeline
B. Riley Wealth Advisors, Inc.6,419$325K0.02%-2,93513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,257$317K0.01%-2,98913F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,250$316K0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC6,013$304K0.05%+41113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,949$301K<0.01%+713F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,782$292K0.15%+93413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,767$292K0.01%+55613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,729$290K<0.01%new13F-HRTimelineGroup
L.M. KOHN & COMPANY5,715$289K0.08%new13F-HRTimeline
Chesley Taft & Associates LLC5,700$288K0.01%013F-HRTimeline
SEMITAM BONAM LLC5,573$282K0.27%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,369$272K<0.01%-81913F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…5,352$271K0.04%-14,91913F-HRTimeline
Prime Capital Investment Advisors, LLC5,315$269K<0.01%-73513F-HRTimeline
Advisory Services Network, LLC5,226$264K<0.01%+65313F-HRTimeline
Ashton Thomas Private Wealth, LLC5,080$257K0.01%+1,08113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,074$257K0.01%new13F-HRTimelineGroup
LVZ, Inc.5,062$256K0.03%-2,47813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD5,055$255K<0.01%-7,44713F-HRTimelineGroup
Allworth Financial LP5,019$254K<0.01%+3,00013F-HRTimeline
Weaver Consulting Group4,924$249K0.07%-41213F-HRTimeline
Secure Asset Management, LLC4,903$248K0.05%+28013F-HRTimeline
Atria Wealth Solutions, Inc.4,895$247K0.01%-200,54913F-HRTimeline
HEADINVEST, LLC4,859$246K0.05%013F-HRTimeline
Snowden Capital Advisors LLC4,836$245K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,752$240K<0.01%-3,35113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,727$239K<0.01%-31213F-HR/ATimelineGroup
AdvisorNet Financial, Inc4,690$237K0.02%+1,26513F-HRTimeline
Parallel Advisors, LLC4,635$234K<0.01%+1,90013F-HRTimeline
NOVEM GROUP4,401$223K0.03%013F-HRTimeline
Alhambra Investment Management LLC4,381$222K0.11%013F-HRTimeline
Avior Wealth Management, LLC4,199$212K0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,111$208K<0.01%013F-HRTimelineGroup
NFSG Corp3,835$194K0.03%new13F-HRTimeline
Global Retirement Partners, LLC3,687$187K<0.01%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,600$182K<0.01%-50013F-HRTimelineGroup
Sunbelt Securities, Inc.3,354$167K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,123$158K<0.01%-13813F-HRTimeline
Archer Investment Corp3,058$155K0.04%013F-HRTimeline