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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
MORGAN STANLEYin group MORGAN STANLEY2,353,233$119M0.01%+36,67113F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,077,168$105M0.17%+326,23413F-HRTimelineGroup
LJI Wealth Management, LLC1,308,304$66.3M10.13%+155,03013F-HRTimeline
LPL Financial LLC1,151,880$58.4M0.02%+37,94713F-HRTimeline
UBS Group AGin group UBS Group AG1,128,504$57.2M0.01%+12,59113F-HRTimelineGroup
MAI Capital Management1,030,751$52.3M0.3%+79,44913F-HRTimeline
Bramshill Investments, LLC997,815$50.6M2.86%+30,54913F-HRTimeline
World Investment Advisors994,418$50.4M0.83%+23,25513F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…968,322$49.1M1.36%-19,68413F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.849,950$43.1M9.3%+49,05113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC810,737$41.1M0.01%-126,25413F-HRTimelineGroup
Crews Bank & Trust736,390$37.3M5.34%+52,04713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA687,598$34.9M0.01%+21,89313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC678,490$34.4M0.01%-12,74613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/589,218$29.9M<0.01%-40,57813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV488,532$24.8M1.56%+24,97413F-HRTimeline
NewEdge Advisors, LLC477,814$24.2M0.09%+15,33413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding472,210$23.9M+10,873Timeline
GREENUP STREET WEALTH MANAGEMENT LLC466,209$23.6M3.41%-402,14213F-HR/ATimeline
Wiser Wealth Management, Inc462,972$23.5M5.22%+13,85713F-HRTimeline
Financiere des Professionnels - Fonds d…434,400$22M1.25%-125,80013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP415,211$21.1M0.03%-2,38113F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.378,511$19.2M0.26%+5,39613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE360,957$18.3M0.02%-86,02613F-HRTimelineGroup
CAMDEN NATIONAL BANK353,356$17.9M2.46%+20,99513F-HRTimeline
Cetera Investment Advisers293,204$14.9M0.02%+9,28613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA280,277$14.2M0.03%-3913F-HRTimelineGroup
Global Wealth Management Investment Adv…258,597$13.1M2.1%+20,50513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP228,232$11.6M0.01%-97513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN227,270$11.5M<0.01%+8,14313F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.210,207$10.7M2.64%+10,31713F-HRTimeline
Waterloo Capital, L.P.207,052$10.5M0.76%-14,39913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding202,245$10.3M+9,514Timeline
HighTower Advisors, LLC199,468$10.1M0.01%-3,04613F-HRTimeline
Sierra Capital LLC181,639$9.21M0.97%-5213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…173,068$8.77M0.01%+5,32813F-HR/ATimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P172,000$8.72M0.01%+105,00013F-HRTimelineGroup
Ifrah Financial Services, Inc.166,501$8.44M2.17%+4,15413F-HRTimeline
LaSalle St. Investment Advisors, LLC156,820$7.95M1.28%+21,46013F-HRTimeline
Saiph Capital, LLC155,483$7.88M2.83%+2,73413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,093$7.81M0.01%+10,43913F-HRTimeline
MML INVESTORS SERVICES, LLC149,203$7.56M0.02%+11,37913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC149,103$7.56M6.3%-7,04513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO139,066$7.05M<0.01%-6,05913F-HRTimelineGroup
Summit Financial, LLC138,510$7.02M0.1%-2,23113F-HRTimeline
SCOTIA CAPITAL INC.136,027$6.9M0.03%+2,53013F-HRTimeline
Financial Engines Advisors L.L.C.135,240$6.86M0.01%+14,20313F-HRTimeline
Federation des caisses Desjardins du Qu…129,836$6.58M0.03%+4,34013F-HRTimeline
Private Advisor Group, LLC112,656$5.71M0.03%+4,09913F-HRTimeline
River Wealth Advisors LLC108,095$5.48M0.61%-7,70313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC106,164$5.38M0.08%+6,13813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC103,130$5.24M0.02%-3013F-HRTimelineGroup
Waverly Advisors, LLC103,375$5.24M0.04%+11713F-HRTimeline
JT Stratford LLC100,312$5.09M0.65%-2,50413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…99,882$5.06M0.04%+60613F-HRTimelineGroup
Quantinno Capital Management LP94,511$4.79M0.01%-4,06813F-HRTimeline
Kathmere Capital Management, LLC93,911$4.76M0.32%-3,94913F-HRTimeline
DecisionPoint Financial, LLC93,546$4.74M1.04%-3,50413F-HRTimeline
Rosenberg Matthew Hamilton89,873$4.56M0.94%-3,53613F-HRTimeline
Sanctuary Advisors, LLC87,285$4.43M0.02%+3,21813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,998$4.41M0.01%-21,20913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,584$4.39M0.01%-3,21213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…81,026$4.11M0.21%-10013F-HRTimeline
Trail Ridge Investment Advisors, LLC80,396$4.08M1.75%+4,38713F-HRTimeline
Sugar Maple Asset Management, LLC68,589$3.48M2.34%+38,69213F-HRTimeline
Townsend Financial Planning, LLC67,715$3.43M3.44%13F-HRTimeline
Belpointe Asset Management LLC64,378$3.26M0.12%-14,65413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,829$3.13M<0.01%-5,13313F-HR/ATimelineGroup
Rockbridge Investment Management, LCC60,874$3.09M0.29%-24213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,611$3.02M<0.01%+10,48513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding58,494$2.97M-33,077Timeline
Fonville Wealth Management LLC58,303$2.96M0.6%+2,02013F-HRTimeline
Charter Oak Capital Management, LLC57,883$2.93M0.22%-24,38713F-HRTimeline
JGP Wealth Management, LLC56,071$2.84M0.3%+11,42313F-HRTimeline
Obsido Oy55,650$2.82M1.73%-6,41413F-HRTimeline
IFP Advisors, Inc55,107$2.79M0.06%+93313F-HRTimeline
TD Waterhouse Canada Inc.54,443$2.76M0.02%+2,37913F-HRTimeline
Mariner, LLCin group Mariner, LLC49,109$2.49M<0.01%-5,16113F-HRTimelineGroup
Life Planning Partners, Inc47,297$2.4M1.84%+11,31013F-HRTimeline
Turn8 Private Wealth Inc.46,954$2.38M1.71%-10313F-HRTimeline
Cambridge Investment Research Advisors,…46,907$2.38M0.01%+4,75113F-HRTimeline
Portus Wealth Advisors, LLC45,164$2.29M2.16%-11713F-HRTimeline
VISTA INVESTMENT MANAGEMENT42,973$2.18M0.72%+5,39513F-HRTimeline
American Wealth Advisors, LLC42,283$2.14M2.11%+1,36113F-HRTimeline
Topor & Co. Korea42,131$2.14M1.61%13F-HR/ATimeline
Argent Advisors, Inc.41,992$2.13M0.59%+3,74113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,474$2.05M<0.01%-32313F-HRTimelineGroup
Laurel Wealth Advisors LLC40,161$2.04M0.27%-27513F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV36,183$1.83M1.02%13F-HRTimeline
NDWM LLC35,899$1.82M1.2%+5,14013F-HRTimeline
Curi Capital, LLC32,584$1.65M0.03%+10613F-HRTimeline
Cosner Financial Group, LLC32,565$1.65M0.84%-2,17913F-HRTimeline
Biondo Investment Advisors, LLC32,460$1.65M0.2%+1,19013F-HRTimeline
Atria Investments, Inc32,278$1.64M0.02%+3,98713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich32,059$1.63M<0.01%+1413F-HRTimeline
OFC FINANCIAL PLANNING, LLC31,674$1.61M1.52%-1,12613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC31,582$1.6M<0.01%-179,71813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,470$1.6M0.02%-6,29213F-HRTimelineGroup
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD30,605$1.55M<0.01%13F-HRTimelineGroup
Sigma Planning Corp29,415$1.49M0.04%+3,17513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,455$1.39M<0.01%-11,84113F-HRTimelineGroup
W1M Asset Management Ltd26,900$1.36M0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…26,867$1.36M0.03%+38913F-HRTimelineGroup
American Money Management, LLC26,377$1.34M0.21%-2,17213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,801$1.31M0.01%-813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.25,310$1.28M0.06%new13F-HRTimelineGroup
City Center Advisors, LLC25,233$1.28M1.18%+32313F-HRTimeline
COMERICA BANK24,965$1.27M0.01%-17,33813F-HRTimeline
Janney Montgomery Scott LLC24,890$1.26M<0.01%+2,56913F-HRTimeline
Factor Wealth Management LTD24,383$1.24M0.27%+2,47513F-HRTimeline
Garden State Investment Advisory Servic…24,183$1.23M0.29%-98013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,193$1.23M0.01%-1,16113F-HRTimelineGroup
Central Pacific Bank - Trust Division23,946$1.21M0.15%+49213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,821$1.21M0.08%-11,03713F-HRTimeline
Wescott Financial Advisory Group, LLC22,520$1.14M0.1%+6813F-HRTimeline
Private Wealth Group, LLC22,395$1.14M0.54%013F-HRTimeline
Integrated Wealth Concepts LLC21,862$1.11M0.01%+1,96613F-HRTimeline
Mutual Advisors, LLC21,259$1.08M0.02%013F-HRTimeline
Rehmann Capital Advisory Group20,826$1.06M0.06%+96713F-HRTimeline
IPG Investment Advisors LLC20,545$1.04M0.18%+71313F-HRTimeline
Rothschild Wealth LLC19,914$1.01M0.1%new13F-HR/ATimeline
FC Advisory LLC19,876$1.01M0.29%+15313F-HRTimeline
Private Wealth Management Group, LLC19,601$994K0.27%+1,71013F-HRTimeline
Arkadios Wealth Advisors18,571$942K0.02%+3,36213F-HRTimeline
BARINGS LLCin group BARINGS LLC18,271$926K0.02%-3,64013F-HRTimelineGroup
Fortis Capital Management LLC17,804$903K0.12%+12213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,964$860K0.07%013F-HRTimeline
Stokes Family Office, LLC16,559$840K0.08%-1,35513F-HRTimeline
Montis Financial, LLC16,300$826K0.16%-6,07913F-HRTimeline
GeoWealth Management, LLC16,156$819K0.03%-1,11113F-HRTimeline
GC Wealth Management RIA, LLC16,156$819K0.03%-1,11113F-HRTimeline
Vise Technologies, Inc.14,861$753K0.01%+6,77713F-HRTimeline
Summa Corp.14,800$750K0.32%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,404$730K0.05%-38013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,864$703K<0.01%-95,28413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,722$696K0.01%+8,05613F-HRTimelineGroup
4J Wealth Management LLC13,671$693K0.4%-43013F-HRTimeline
CIBC WORLD MARKET INC.13,335$676K<0.01%+6113F-HRTimeline
Advisory Alpha, LLC13,044$661K0.02%013F-HRTimeline
Probity Advisors, Inc.12,656$642K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,428$630K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.12,365$627K0.02%+413F-HRTimeline
KELLY FINANCIAL GROUP LLC12,221$620K0.16%-1,17813F-HRTimeline
Prospera Financial Services Inc12,074$613K0.01%-44813F-HRTimeline
PITCAIRN COgroup of 2 filers holding11,680$592K0Timeline
Rialto Wealth Management, LLC11,559$586K0.14%-4213F-HRTimeline
Wolff Financial Management LLC11,258$571K0.13%-67513F-HRTimeline
Advisors Capital Management, LLC11,253$571K0.01%+6,78113F-HRTimeline
Cedar Point Capital Partners, LLC10,818$548K0.35%-13313F-HRTimeline
Investment Advisory Group, LLC9,976$506K0.13%013F-HRTimeline
Parallel Advisors, LLC9,945$504K0.01%013F-HRTimeline
Alpha Financial Partners LLC9,899$502K0.31%-18,55013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC9,603$487K0.17%+30813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,929$453K0.05%+55813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,507$431K<0.01%new13F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC8,490$430K0.07%+40013F-HRTimeline
PRIVATE TRUST CO NA8,066$409K0.04%+113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,829$397K0.01%+1,24713F-HRTimelineGroup
Adalta Capital Management LLC7,800$395K0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,544$382K<0.01%-190,39013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management7,143$362K0.01%-2513F-HRTimelineGroup
WESPAC Advisors SoCal, LLC7,115$361K0.07%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,980$354K0.01%013F-HRTimelineGroup
Hoxton Planning & Management, LLC6,917$351K0.1%-35113F-HRTimeline
MidAtlantic Capital Management, Inc.6,907$350K0.22%013F-HRTimeline
One Wealth Advisors, LLC6,819$346K0.04%-8,97613F-HRTimeline
Valmark Advisers, Inc.6,668$338K<0.01%-38413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,641$337K<0.01%-11513F-HR/ATimelineGroup
Disciplined Investments, LLC6,640$337K0.13%-1,27413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,560$333K<0.01%+5,28813F-HR/ATimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,552$332K0.21%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,250$317K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC6,208$315K0.01%+46113F-HRTimeline
Allworth Financial LP6,182$313K<0.01%+1,16313F-HRTimeline
Davis Wealth Advisors, LLC6,110$310K0.26%+6113F-HRTimeline
Arbor Wealth Management LLC\AZ6,097$309K0.24%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,953$302K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,887$298K<0.01%-24013F-HRTimelineGroup
Chesley Taft & Associates LLC5,700$289K0.01%013F-HRTimeline
Advisory Services Network, LLC5,683$288K<0.01%+513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,601$284K0.01%+8613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,459$277K<0.01%-5213F-HRTimelineGroup
Bison Wealth, LLC5,349$269K0.03%-3,43213F-HRTimeline
Boreal Capital Management LLC5,060$257K0.19%013F-HRTimeline
SEMITAM BONAM LLC4,941$251K0.21%-63213F-HRTimeline
OneDigital Investment Advisors LLC4,909$249K<0.01%new13F-HRTimeline
Weaver Consulting Group4,837$245K0.06%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,775$241K<0.01%-28013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,746$241K<0.01%-313F-HRTimeline
Secure Asset Management, LLC4,643$235K0.04%-52413F-HRTimeline
AdvisorNet Financial, Inc4,493$228K0.01%013F-HRTimeline
Kovack Advisors, Inc.4,469$227K0.01%new13F-HR/ATimeline
NOVEM GROUP4,401$223K0.03%013F-HRTimeline
Alhambra Investment Management LLC4,381$222K0.1%013F-HRTimeline
HEADINVEST, LLC4,372$222K0.04%013F-HRTimeline
Avior Wealth Management, LLC4,199$213K0.01%013F-HRTimeline
LVZ, Inc.4,155$211K0.02%-90513F-HR/ATimeline
Snowden Capital Advisors LLC3,964$201K0.01%-87213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC3,951$200K0.06%new13F-HRTimeline
Global Retirement Partners, LLC3,804$193K<0.01%-38313F-HRTimeline