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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
MORGAN STANLEYin group MORGAN STANLEY2,316,562$118M0.01%+58,45113F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,750,934$89M0.14%+915,54513F-HRTimelineGroup
LJI Wealth Management, LLC1,153,274$58.6M10.25%+32,42913F-HRTimeline
UBS Group AGin group UBS Group AG1,115,913$56.7M0.01%+11,77513F-HRTimelineGroup
LPL Financial LLC1,113,933$56.6M0.02%-113,80413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…988,006$50.2M1.42%-20,08913F-HRTimelineGroup
World Investment Advisors971,163$49.4M1.01%+24,58913F-HRTimeline
Bramshill Investments, LLC967,266$49.2M3.36%+12,92813F-HRTimeline
MAI Capital Management951,302$48.4M0.3%+71,34513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC936,991$47.6M0.01%+49,35413F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC868,351$44.1M6.78%+151,09213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.800,899$40.7M9.42%+61,26313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC691,236$35.1M0.01%-391,30613F-HRTimelineGroup
Crews Bank & Trust684,343$34.8M5.09%+33,17213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA665,705$33.8M0.01%+63,69913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/629,796$32M<0.01%-45,73913F-HR/ATimelineGroup
Financiere des Professionnels - Fonds d…560,200$28.5M1.64%+304,50013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV463,558$23.6M1.58%+20,79013F-HRTimeline
NewEdge Advisors, LLC462,480$23.5M0.11%+179,39413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding461,337$23.4M+27,207Timeline
Wiser Wealth Management, Inc449,115$22.8M5.22%+47,08813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE446,983$22.7M0.03%-180,84413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.373,115$19M0.36%+360,96213F-HRTimeline
CAMDEN NATIONAL BANK332,361$16.9M2.36%+26,67913F-HRTimeline
Cetera Investment Advisers283,918$14.4M0.02%+92,70813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA280,316$14.2M0.03%-4,62513F-HRTimelineGroup
Global Wealth Management Investment Adv…238,092$12.1M2.03%+9,39413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP229,207$11.7M0.01%+3,70213F-HRTimelineGroup
Waterloo Capital, L.P.221,451$11.3M0.84%-119,65113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN219,127$11.1M<0.01%+13,80013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC211,300$10.7M0.01%-54,20013F-HRTimeline
HighTower Advisors, LLC202,514$10.3M0.01%-9,85213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.199,890$10.2M2.74%-24,49813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC197,934$10.1M0.01%-31,07913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding192,731$9.8M-20,793Timeline
Sierra Capital LLC181,691$9.23M1.01%+39,61313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…167,740$8.53M0.01%+6,99313F-HRTimelineGroup
Ifrah Financial Services, Inc.162,347$8.25M2.14%+13,28513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC156,148$7.94M6.53%+37,14213F-HRTimeline
Saiph Capital, LLC152,749$7.76M2.79%+1,55113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145,125$7.38M<0.01%-99,17313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC143,654$7.3M0.01%-11,22813F-HRTimeline
Summit Financial, LLC140,741$7.15M0.11%-5,01213F-HRTimeline
MML INVESTORS SERVICES, LLC137,824$7.01M0.02%-1,71313F-HRTimeline
LaSalle St. Investment Advisors, LLC135,360$6.88M1.23%new13F-HRTimeline
SCOTIA CAPITAL INC.133,497$6.79M0.03%+2,91213F-HRTimeline
Federation des caisses Desjardins du Qu…125,496$6.38M0.03%+7,83013F-HRTimeline
Financial Engines Advisors L.L.C.121,037$6.15M0.01%+6,33613F-HRTimeline
Whalen Wealth Management Inc.117,930$5.99M3.5%+27,15913F-HRTimeline
River Wealth Advisors LLC115,798$5.89M0.69%-5,21813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC109,148$5.55M0.01%-16,14113F-HRTimelineGroup
Private Advisor Group, LLC108,557$5.52M0.03%+6,29913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,207$5.5M0.01%-41,79013F-HRTimelineGroup
Waverly Advisors, LLC103,258$5.25M0.05%+21513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,160$5.24M0.02%+4,39713F-HRTimelineGroup
JT Stratford LLC102,816$5.23M0.7%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100,026$5.08M0.08%+4,40813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…99,276$5.05M0.05%-34713F-HRTimelineGroup
Quantinno Capital Management LP98,579$5.01M0.01%new13F-HRTimeline
Kathmere Capital Management, LLC97,860$4.97M0.35%new13F-HRTimeline
DecisionPoint Financial, LLC97,050$4.92M1.15%-5,39513F-HRTimeline
Rosenberg Matthew Hamilton93,409$4.75M1.03%-10613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth91,571$4.64M0.05%+44,03013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,796$4.55M0.01%+24,25013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.85,690$4.36M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC84,067$4.27M0.02%+5,16713F-HR/ATimeline
Charter Oak Capital Management, LLC82,270$4.18M0.33%-17613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,379$4.14M<0.01%+9,76313F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…81,126$4.12M0.21%+85013F-HRTimeline
Belpointe Asset Management LLC79,032$4.02M0.15%+2,51313F-HRTimeline
Trail Ridge Investment Advisors, LLC76,009$3.86M1.73%+80213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…67,644$3.44M0.09%+62,57013F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P67,000$3.41M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC66,962$3.4M<0.01%+7,16713F-HRTimelineGroup
Obsido Oy62,064$3.15M2.1%-4,87813F-HRTimeline
Rockbridge Investment Management, LCC61,116$3.11M0.31%-87213F-HRTimeline
Fonville Wealth Management LLC56,283$2.86M0.64%+7,44913F-HRTimeline
Mariner, LLCin group Mariner, LLC54,270$2.76M<0.01%-85,96813F-HRTimelineGroup
IFP Advisors, Inc54,174$2.75M0.07%+5,57413F-HR/ATimeline
TD Waterhouse Canada Inc.52,064$2.64M0.02%+30913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,126$2.49M<0.01%-30,15713F-HRTimelineGroup
Turn8 Private Wealth Inc.47,057$2.39M1.72%-2,46913F-HRTimeline
Portus Wealth Advisors, LLC45,281$2.3M2.3%13F-HRTimeline
JGP Wealth Management, LLC44,648$2.27M0.25%+15,13713F-HRTimeline
COMERICA BANK42,303$2.15M0.01%-19013F-HRTimeline
Cambridge Investment Research Advisors,…42,156$2.14M0.01%-60713F-HRTimeline
American Wealth Advisors, LLC40,922$2.08M2.06%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,797$2.07M<0.01%+3,35713F-HRTimelineGroup
Laurel Wealth Advisors LLC40,436$2.06M0.29%+813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,296$2M<0.01%-22,51913F-HRTimelineGroup
Argent Advisors, Inc.38,251$1.94M0.57%+3,01113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,762$1.92M-8,662Timeline
VISTA INVESTMENT MANAGEMENT37,578$1.91M0.67%+8513F-HRTimeline
Life Planning Partners, Inc35,987$1.83M1.34%+4,75013F-HRTimeline
Cosner Financial Group, LLC34,744$1.77M0.95%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,858$1.76M0.14%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC32,800$1.67M1.65%-25313F-HRTimeline
Curi Capital, LLC32,478$1.65M0.03%+28413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich32,045$1.63M<0.01%+10,50513F-HRTimeline
Biondo Investment Advisors, LLC31,270$1.59M0.2%+1,54513F-HRTimeline
NDWM LLC30,759$1.56M1.06%+1,72113F-HRTimeline
Sugar Maple Asset Management, LLC29,897$1.52M1.09%-3,47613F-HRTimeline
American Money Management, LLC28,549$1.45M0.24%-1,19913F-HRTimeline
Alpha Financial Partners LLC28,449$1.45M0.94%+5,75513F-HRTimeline
Atria Investments, Inc28,291$1.44M0.02%-48,64913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,478$1.35M+2,037Timeline
Sigma Planning Corp26,240$1.33M0.04%+11613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,809$1.31M0.01%+21,08213F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,354$1.29M0.01%-18213F-HRTimelineGroup
Garden State Investment Advisory Servic…25,163$1.28M0.32%+1,14313F-HRTimeline
City Center Advisors, LLC24,910$1.27M1.23%+1,05813F-HRTimeline
Central Pacific Bank - Trust Division23,454$1.19M0.14%013F-HRTimeline
Wescott Financial Advisory Group, LLC22,452$1.14M0.1%-14513F-HRTimeline
Private Wealth Group, LLC22,395$1.14M0.57%013F-HRTimeline
Montis Financial, LLC22,379$1.14M0.26%-6,87013F-HRTimeline
Janney Montgomery Scott LLC22,321$1.14M<0.01%+2,37813F-HRTimeline
BARINGS LLCin group BARINGS LLC21,911$1.11M0.02%-5,56513F-HRTimelineGroup
Factor Wealth Management LTD21,908$1.11M0.28%+21713F-HRTimeline
Mutual Advisors, LLC21,259$1.08M0.02%+1,45013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA21,083$1.07M0.05%-3,87113F-HRTimeline
Integrated Wealth Concepts LLC19,896$1.01M0.01%+5,22313F-HRTimeline
Rehmann Capital Advisory Group19,859$1.01M0.06%-2813F-HRTimeline
IPG Investment Advisors LLC19,832$1.01M0.18%-7513F-HRTimeline
FC Advisory LLC19,723$1M0.29%+11113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP417,592$933K<0.01%+395,40013F-HRTimelineGroup
Stokes Family Office, LLC17,914$911K0.09%-313F-HRTimeline
Private Wealth Management Group, LLC17,891$909K0.25%+1,24313F-HRTimeline
Fortis Capital Management LLC17,682$899K0.13%+25113F-HRTimeline
GeoWealth Management, LLC17,267$878K0.03%-32913F-HRTimeline
GC Wealth Management RIA, LLC17,267$878K0.03%-32913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,964$862K0.08%013F-HRTimeline
One Wealth Advisors, LLC15,795$803K0.1%-15313F-HRTimeline
Arkadios Wealth Advisors15,209$773K0.02%+31213F-HRTimeline
Summa Corp.14,800$752K0.33%+2,80013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,784$751K0.05%+44713F-HRTimeline
4J Wealth Management LLC14,101$717K0.42%-5513F-HRTimeline
KELLY FINANCIAL GROUP LLC13,399$681K0.18%-2,89413F-HRTimeline
CIBC WORLD MARKET INC.13,274$675K<0.01%+47213F-HRTimeline
Advisory Alpha, LLC13,044$662K0.02%013F-HRTimeline
Probity Advisors, Inc.12,656$643K0.1%-3913F-HRTimeline
Prospera Financial Services Inc12,522$637K0.01%-33,56213F-HRTimeline
Compound Planning, Inc.12,361$628K0.02%-4,09513F-HRTimeline
Wolff Financial Management LLC11,933$607K0.14%+10913F-HRTimeline
PITCAIRN COin group PITCAIRN CO11,680$594K0.05%013F-HRTimelineGroup
Rialto Wealth Management, LLC11,601$590K0.15%-1213F-HRTimeline
Cedar Point Capital Partners, LLC10,951$557K0.36%+7013F-HRTimeline
Seed Wealth Management, Inc.10,085$513K0.35%-1,96513F-HRTimeline
Investment Advisory Group, LLC9,976$507K0.14%+10013F-HRTimeline
Parallel Advisors, LLC9,945$506K0.01%+5,31013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC9,295$472K0.17%+36413F-HRTimeline
Bison Wealth, LLC8,781$444K0.04%+4013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,371$425K0.05%+3,01913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,090$411K0.07%013F-HRTimeline
Vise Technologies, Inc.8,084$411K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA8,065$410K0.04%-72213F-HRTimeline
Disciplined Investments, LLC7,914$402K0.16%-3,34513F-HRTimeline
Adalta Capital Management LLC7,800$396K0.18%new13F-HRTimeline
Hoxton Planning & Management, LLC7,268$369K0.12%-3,00113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,168$364K0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.7,052$358K<0.01%+50913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,980$355K0.01%-12813F-HRTimelineGroup
MidAtlantic Capital Management, Inc.6,907$351K0.24%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,756$343K<0.01%-2,16013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,582$335K0.01%new13F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,552$333K0.22%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,250$318K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,127$311K0.01%-13013F-HRTimelineGroup
Davis Wealth Advisors, LLC6,049$307K0.28%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,747$292K0.01%+66713F-HRTimeline
GTS SECURITIES LLC5,746$292K0.01%new13F-HRTimeline
Chesley Taft & Associates LLC5,700$290K0.01%013F-HRTimeline
Advisory Services Network, LLC5,678$289K<0.01%+45213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,666$288K<0.01%-6313F-HRTimelineGroup
SEMITAM BONAM LLC5,573$283K0.25%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,515$280K0.01%-25213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,511$280K<0.01%+14213F-HRTimelineGroup
LexAurum Advisors, LLC5,379$273K0.04%-63413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,201$264K<0.01%-6,60013F-HRTimelineGroup
Secure Asset Management, LLC5,167$262K0.04%+26413F-HRTimeline
Boreal Capital Management LLC5,060$257K0.21%new13F-HRTimeline
LVZ, Inc.5,060$257K0.03%-213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD5,055$256K<0.01%013F-HRTimelineGroup
Allworth Financial LP5,019$255K<0.01%013F-HRTimeline
Weaver Consulting Group4,837$246K0.06%-8713F-HRTimeline
Snowden Capital Advisors LLC4,836$246K0.01%013F-HRTimeline
L.M. KOHN & COMPANY4,815$245K0.29%-90013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,749$241K<0.01%-313F-HRTimeline
AdvisorNet Financial, Inc4,493$228K0.01%-19713F-HRTimeline
Advisors Capital Management, LLC4,472$227K<0.01%new13F-HRTimeline
NOVEM GROUP4,401$224K0.03%013F-HRTimeline
Alhambra Investment Management LLC4,381$223K0.11%013F-HRTimeline
HEADINVEST, LLC4,372$222K0.05%-48713F-HRTimeline
Avior Wealth Management, LLC4,199$213K0.01%013F-HRTimeline
Global Retirement Partners, LLC4,187$213K<0.01%+50013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,111$209K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,964$201K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,300$168K<0.01%-30013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,281$167K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,061$156K<0.01%-6213F-HRTimeline
Archer Investment Corp2,908$148K0.03%-15013F-HRTimeline