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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 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
MORGAN STANLEYin group MORGAN STANLEY2,377,262$120M0.01%+24,02913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,077,168$105M0.18%013F-HRTimelineGroup
LJI Wealth Management, LLC1,367,626$69.1M11.05%+59,32213F-HRTimeline
UBS Group AGgroup of 2 filers holding1,161,429$58.6M+32,925Timeline
LPL Financial LLC1,107,443$55.9M0.01%-44,43713F-HRTimeline
MAI Capital Management1,083,687$54.7M0.31%+52,93613F-HRTimeline
World Investment Advisors1,032,454$52.1M0.84%+38,03613F-HRTimeline
Bramshill Investments, LLC997,002$50.3M4.34%-81313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…970,988$49M1.35%+2,66613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC828,129$41.8M0.01%+17,39213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA787,808$39.8M0.01%+100,21013F-HRTimelineGroup
Crews Bank & Trust759,580$38.4M5.56%+23,19013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC727,957$36.8M0.01%+49,46713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/595,893$30.1M<0.01%+6,67513F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.529,983$26.8M5.71%-319,96713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding505,716$25.5M+33,506Timeline
Wiser Wealth Management, Inc491,388$24.8M5.35%+28,41613F-HRTimeline
NewEdge Advisors, LLC487,353$24.6M0.09%+9,53913F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV469,587$23.7M1.44%-18,94513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC458,289$23.1M3.26%-7,92013F-HRTimeline
Vestmark Advisory Solutions, Inc.396,979$20M0.22%+18,46813F-HRTimeline
CAMDEN NATIONAL BANK379,909$19.2M2.59%+26,55313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE359,323$18.1M0.02%-1,63413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP360,566$17.8M0.03%-54,64513F-HRTimelineGroup
Cetera Investment Advisers296,574$15M0.02%+3,37013F-HRTimeline
Global Wealth Management Investment Adv…264,985$13.4M2.1%+6,38813F-HRTimeline
TIAAgroup of 3 filers holding263,847$13.3M-16,430Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP255,739$12.9M0.01%+27,50713F-HRTimelineGroup
Waterloo Capital, L.P.241,981$12.2M0.86%+34,92913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN234,880$11.9M<0.01%+7,61013F-HR/ATimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.229,389$11.6M2.88%+19,18213F-HRTimeline
Financiere des Professionnels - Fonds d…217,300$11M0.64%-217,10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding216,147$10.9M+13,902Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200,898$10.1M0.01%+27,83013F-HRTimelineGroup
HighTower Advisors, LLC194,450$9.82M0.01%-5,01813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC191,024$9.64M0.01%+36,93113F-HRTimeline
PFG Advisors164,186$8.29M0.4%new13F-HRTimeline
Sierra Capital LLC160,658$8.11M0.88%-20,98113F-HRTimeline
LaSalle St. Investment Advisors, LLC159,906$8.07M1.14%+3,08613F-HRTimeline
Saiph Capital, LLC149,449$7.55M2.86%-6,03413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC147,022$7.42M5.62%-2,08113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO143,565$7.23M<0.01%+4,49913F-HR/ATimelineGroup
Summit Financial, LLC135,401$6.84M0.09%-3,10913F-HRTimeline
Ifrah Financial Services, Inc.133,118$6.72M1.78%-33,38313F-HRTimeline
SCOTIA CAPITAL INC.130,365$6.58M0.03%-5,66213F-HRTimeline
Federation des caisses Desjardins du Qu…129,381$6.53M0.02%-45513F-HRTimeline
NDWM LLC128,722$6.5M4.21%+92,82313F-HRTimeline
Financial Engines Advisors L.L.C.123,774$6.25M0.01%-11,46613F-HRTimeline
MML INVESTORS SERVICES, LLC122,147$6.17M0.02%-27,05613F-HRTimeline
Private Advisor Group, LLC119,580$6.04M0.03%+6,92413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.113,347$5.72M<0.01%+110,02413F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P112,759$5.69M0.01%-59,24113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC108,916$5.5M0.01%+95,05213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC107,506$5.43M0.08%+1,34213F-HRTimelineGroup
Waverly Advisors, LLC106,701$5.39M0.04%+3,32613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,890$5.25M0.02%+76013F-HRTimelineGroup
Sanctuary Advisors, LLC103,791$5.24M0.03%+16,50613F-HRTimeline
River Wealth Advisors LLC103,130$5.21M0.6%-4,96513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…102,652$5.18M0.04%+2,77013F-HRTimelineGroup
JT Stratford LLC101,181$5.11M0.65%+86913F-HRTimeline
Quantinno Capital Management LP100,826$5.09M0.01%+6,31513F-HRTimeline
Kathmere Capital Management, LLC100,297$5.06M0.31%+6,38613F-HRTimeline
DecisionPoint Financial, LLC96,206$4.86M1.05%+2,66013F-HRTimeline
Rosenberg Matthew Hamilton88,871$4.49M0.92%-1,00213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…81,026$4.09M0.22%013F-HRTimeline
Trail Ridge Investment Advisors, LLC79,989$4.04M1.76%-40713F-HRTimeline
Belpointe Asset Management LLC77,099$3.89M0.14%+12,72113F-HRTimeline
Townsend Financial Planning, LLC71,494$3.61M3.49%+3,77913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,392$3.6M0.01%-15,19213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,474$3.51M0.01%-17,52413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,662$3.47M<0.01%+61,11813F-HRTimelineGroup
JGP Wealth Management, LLC60,692$3.06M0.32%+4,62113F-HRTimeline
Rockbridge Investment Management, LCC60,358$3.05M0.27%-51613F-HRTimeline
Turn8 Private Wealth Inc.60,142$3.04M1.9%+13,18813F-HRTimeline
IFP Advisors, Inc59,654$3.01M0.06%+4,54713F-HRTimeline
TD Waterhouse Canada Inc.58,404$2.92M0.01%+3,96113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,031$2.88M<0.01%-4,79813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,781$2.86M<0.01%-2,83013F-HRTimelineGroup
Sugar Maple Asset Management, LLC56,459$2.85M1.73%-12,13013F-HRTimeline
Fonville Wealth Management LLC55,530$2.8M0.53%-2,77313F-HRTimeline
Obsido Oy54,861$2.77M1.68%-78913F-HRTimeline
Cambridge Investment Research Advisors,…54,680$2.76M0.01%+7,77313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,933$2.67M<0.01%new13F-HRTimelineGroup
Life Planning Partners, Inc49,850$2.52M1.92%+2,55313F-HRTimeline
Portus Wealth Advisors, LLC49,834$2.52M2.37%+4,67013F-HRTimeline
Mariner, LLCin group Mariner, LLC45,429$2.29M<0.01%-3,68013F-HRTimelineGroup
Topor & Co. Korea42,557$2.15M1.82%+42613F-HRTimeline
American Wealth Advisors, LLC42,212$2.13M2.22%-7113F-HRTimeline
Argent Advisors, Inc.41,908$2.12M0.58%-8413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,902$2.07M<0.01%+42813F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT40,721$2.06M0.69%-2,25213F-HRTimeline
Charter Oak Capital Management, LLC39,852$2.01M0.16%-18,03113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich38,713$1.95M0.01%+6,65413F-HRTimeline
Laurel Wealth Advisors LLC38,583$1.94M0.19%-1,57813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,678$1.9M0.1%+12,36813F-HRTimelineGroup
Biondo Investment Advisors, LLC34,893$1.76M0.23%+2,43313F-HRTimeline
Cosner Financial Group, LLC32,565$1.64M0.9%013F-HRTimeline
Curi Capital, LLC32,462$1.64M0.03%-12213F-HRTimeline
IPG Investment Advisors LLC32,257$1.63M0.28%+11,71213F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV32,055$1.62M0.89%-4,12813F-HRTimeline
OFC FINANCIAL PLANNING, LLC31,590$1.59M1.57%-8413F-HRTimeline
Janney Montgomery Scott LLC31,185$1.57M<0.01%+6,29513F-HRTimeline
Sigma Planning Corp30,308$1.53M0.04%+89313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,454$1.49M0.01%+5,26113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,195$1.47M0.02%-2,27513F-HRTimelineGroup
W1M Asset Management Ltd26,900$1.36M0.01%013F-HRTimeline
American Money Management, LLC26,371$1.33M0.21%-613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,973$1.31M<0.01%-1,48213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,807$1.3M0.03%-1,06013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24,941$1.26M<0.01%new13F-HRTimelineGroup
Garden State Investment Advisory Servic…24,126$1.22M0.29%-5713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,906$1.21M0.01%-1,89513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,518$1.18M0.08%-30313F-HRTimeline
Integrated Wealth Concepts LLC23,103$1.17M0.01%+1,24113F-HRTimeline
Wescott Financial Advisory Group, LLC22,652$1.14M0.1%+13213F-HRTimeline
Private Wealth Group, LLC22,395$1.13M0.53%013F-HR/ATimeline
Arkadios Wealth Advisors22,236$1.12M0.02%+3,66513F-HRTimeline
Factor Wealth Management LTD21,093$1.07M0.2%-3,29013F-HRTimeline
Private Wealth Management Group, LLC20,958$1.06M0.28%+1,35713F-HRTimeline
City Center Advisors, LLC20,779$1.05M0.97%-4,45413F-HRTimeline
Mutual Advisors, LLC20,512$1.04M0.02%-74713F-HRTimeline
Elevation Capital Advisory, LLC20,169$1.02M0.43%new13F-HRTimeline
Rothschild Wealth LLC19,754$997K0.09%-16013F-HRTimeline
FC Advisory LLC19,475$983K0.29%-40113F-HRTimeline
Rehmann Capital Advisory Group18,515$935K0.05%-2,31113F-HRTimeline
Fortis Capital Management LLC17,210$869K0.12%-59413F-HRTimeline
Advisors Capital Management, LLC17,009$859K0.01%+5,75613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.16,964$857K0.08%013F-HRTimeline
SEEDS INVESTOR LLC16,597$839K0.11%new13F-HRTimeline
Stokes Family Office, LLC16,559$836K0.09%013F-HRTimeline
GeoWealth Management, LLC16,110$813K0.03%-4613F-HRTimeline
Vise Technologies, Inc.14,861$753K0.01%013F-HRTimeline
Summa Corp.14,800$747K0.31%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,402$727K0.05%-213F-HRTimeline
4J Wealth Management LLC13,671$690K0.39%013F-HRTimeline
CIBC WORLD MARKET INC.13,423$678K<0.01%+8813F-HRTimeline
Advisory Alpha, LLC13,044$659K0.02%013F-HRTimeline
BARINGS LLCin group BARINGS LLC13,008$657K0.01%-5,26313F-HRTimelineGroup
Probity Advisors, Inc.12,638$638K0.1%-1813F-HRTimeline
Compound Planning, Inc.12,365$624K0.02%013F-HRTimeline
KELLY FINANCIAL GROUP LLC11,815$597K0.15%-40613F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO11,680$592K0.05%013F-HRTimelineGroup
Montis Financial, LLC11,678$590K0.12%-4,62213F-HRTimeline
Cedar Point Capital Partners, LLC11,580$585K0.38%+76213F-HRTimeline
Rialto Wealth Management, LLC11,483$580K0.13%-7613F-HRTimeline
Parallel Advisors, LLC11,377$574K0.01%+1,43213F-HR/ATimeline
Wolff Financial Management LLC11,119$561K0.12%-13913F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC10,820$546K0.21%+1,21713F-HRTimeline
Investment Advisory Group, LLC10,676$539K0.14%+70013F-HRTimeline
Central Pacific Bank - Trust Division10,494$530K0.07%-13,45213F-HRTimeline
Alpha Financial Partners LLC9,818$496K0.29%-8113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,790$444K0.07%+30013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,749$442K0.05%-18013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,246$416K<0.01%+2,35913F-HRTimelineGroup
Valmark Advisers, Inc.8,027$405K<0.01%+1,35913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,792$393K<0.01%+1,23213F-HRTimelineGroup
PRIVATE TRUST CO NA7,612$384K0.03%-45413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,114$359K0.01%-71513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,980$352K0.01%013F-HRTimelineGroup
Allworth Financial LP6,909$349K<0.01%+72713F-HRTimeline
MidAtlantic Capital Management, Inc.6,907$349K0.24%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,853$346K0.01%+64513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,818$344K0.01%-32513F-HRTimelineGroup
Adalta Capital Management LLC6,600$333K0.16%-1,20013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,552$331K0.2%013F-HRTimeline
One Wealth Advisors, LLC6,551$331K0.04%-26813F-HRTimeline
Hoxton Planning & Management, LLC6,505$328K0.1%-41213F-HRTimeline
Disciplined Investments, LLC6,404$323K0.12%-23613F-HRTimeline
Advisory Services Network, LLC6,186$312K<0.01%+50313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,175$312K<0.01%+22213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,132$310K<0.01%-50913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,076$307K<0.01%+61713F-HRTimelineGroup
Davis Wealth Advisors, LLC6,049$305K0.25%-6113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,931$299K0.01%+33013F-HR/ATimeline
Arbor Wealth Management LLC\AZ5,799$293K0.29%-29813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,492$277K<0.01%-6,93613F-HRTimelineGroup
Atria Investments, Inc5,073$256K<0.01%-27,20513F-HRTimeline
SEMITAM BONAM LLC4,941$249K0.2%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,775$240K<0.01%013F-HRTimelineGroup
Secure Asset Management, LLC4,661$235K0.04%+1813F-HRTimeline
Weaver Consulting Group4,537$229K0.05%-30013F-HRTimeline
HRT FINANCIAL LP4,549$229K<0.01%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,493$227K-54,001Timeline
NOVEM GROUP4,401$222K0.03%013F-HRTimeline
AdvisorNet Financial, Inc4,395$222K0.01%-9813F-HRTimeline
Alhambra Investment Management LLC4,381$221K0.1%013F-HRTimeline
HEADINVEST, LLC4,372$221K0.05%013F-HRTimeline
LexAurum Advisors, LLC4,361$220K0.03%13F-HRTimeline
MGO ONE SEVEN LLC4,290$217K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC4,199$212K0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,164$210K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,152$210K<0.01%new13F-HRTimelineGroup
LVZ, Inc.4,104$207K0.02%-5113F-HRTimeline
WESPAC Advisors SoCal, LLC3,968$200K0.04%-3,14713F-HRTimeline
Snowden Capital Advisors LLC3,964$200K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,661$185K<0.01%+68313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,601$182K<0.01%+3,43613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,350$169K<0.01%-20013F-HRTimelineGroup
CFG Wealth Management Services, Inc.3,200$162K0.15%013F-HRTimeline
PITTENGER & ANDERSON INC3,170$160K0.01%+1,07013F-HRTimeline