iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q1 2026 (March 31)246holders −8
15new positions
22sold out
1famous investor
$49.79avg. 13F price*
At the end of Q1 2026, 246 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, down 8 from Q4 2025. 15 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($120.0M), Allspring Global Investments Holdings, LLC ($104.9M) and LJI Wealth Management, LLC ($69.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 0-5 YR Inv GRD Corp.
- CUSIP
- 46434V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $23.4M |
| Exits | 22 | $11.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,136,971 shares bought and 1,434,554 shares sold, net +702,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| Morgan Stanley | 0.01% | Add +1.0% | 2,377,262 | $120.0M |
| Allspring Global Investments Holdings, LLC | 0.18% | No change | 2,077,168 | $104.9M |
| LJI Wealth Management, LLC | 11.05% | Add +4.5% | 1,367,626 | $69.1M |
| UBS Group AG | 0.01% | Add +2.7% | 1,158,628 | $58.5M |
| LPL Financial LLC | 0.01% | Reduce -3.9% | 1,107,443 | $55.9M |
| MAI Capital Management | 0.31% | Add +5.1% | 1,083,687 | $54.7M |
| World Investment Advisors | 0.84% | Add +3.8% | 1,032,454 | $52.1M |
| Bramshill Investments, LLC | 4.34% | Reduce -0.1% | 997,002 | $50.3M |
| Farmers & Merchants Investments Inc. | 1.35% | Add +0.3% | 970,988 | $49.0M |
| Ameriprise Financial Inc. | 0.01% | Add +2.1% | 828,129 | $41.8M |
| Royal Bank of Canada | 0.01% | Add +14.6% | 787,808 | $39.8M |
| Crews Bank & Trust | 5.56% | Add +3.1% | 759,580 | $38.4M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 727,957 | $36.8M |
| Bank of America Corp. | 0.00% | Add +1.1% | 595,893 | $30.1M |
| Voisard Asset Management Group, Inc. | 5.71% | Reduce -37.6% | 529,983 | $26.8M |
| Wiser Wealth Management, Inc | 5.35% | Add +6.1% | 491,388 | $24.8M |
| NewEdge Advisors, LLC | 0.09% | Add +2.0% | 487,353 | $24.6M |
| Creative Financial Designs Inc. | 1.44% | Reduce -3.9% | 469,587 | $23.7M |
| Greenup Street Wealth Management LLC | 3.26% | Reduce -1.7% | 458,289 | $23.1M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +4.9% | 396,979 | $20.0M |
| Camden National Bank | 2.59% | Add +7.5% | 379,909 | $19.2M |
| Allianz Asset Management GmbH | 0.02% | Reduce -0.5% | 359,323 | $18.1M |
| Corient Private Wealth LP | 0.03% | Reduce -13.2% | 360,566 | $17.8M |
| Colonial Trust Advisors | 1.23% | Add +6.9% | 313,171 | $15.8M |
| Cetera Investment Advisers | 0.02% | Add +1.1% | 296,574 | $15.0M |
| Global Wealth Management Investment Advisory, Inc. | 2.10% | Add +2.5% | 264,985 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +12.1% | 255,739 | $12.9M |
| Waterloo Capital, L.P. | 0.86% | Add +16.9% | 241,981 | $12.2M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 234,880 | $11.9M |
| Integral Investment Advisors, Inc. | 2.88% | Add +9.1% | 229,389 | $11.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.64% | Reduce -50.0% | 217,300 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.2% | 216,147 | $10.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.1% | 200,898 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 194,450 | $9.8M |
| Colonial Trust Co / SC | 1.32% | Add +7.3% | 192,545 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.0% | 191,024 | $9.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | — | 179,777 | $9.1M |
| PFG Advisors | 0.40% | New | 164,186 | $8.3M |
| GFS Advisors, LLC | 0.53% | New | 575,340 | $8.3M |
| Sierra Capital LLC | 0.88% | Reduce -11.6% | 160,658 | $8.1M |
| LaSalle St. Investment Advisors, LLC | 1.14% | Add +2.0% | 159,906 | $8.1M |
| Saiph Capital, LLC | 2.86% | Reduce -3.9% | 149,449 | $7.5M |
| Alterna Wealth Management, Inc. | 5.62% | Reduce -1.4% | 147,022 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 143,565 | $7.2M |
| Summit Financial, LLC | 0.09% | Reduce -2.2% | 135,401 | $6.8M |
| Ifrah Financial Services, Inc. | 1.78% | Reduce -20.1% | 133,118 | $6.7M |
| Scotia Capital Inc. | 0.03% | Reduce -4.2% | 130,365 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -0.3% | 129,381 | $6.5M |
| NDWM LLC | 4.21% | Add +258.6% | 128,722 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -8.5% | 123,774 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -18.1% | 122,147 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Add +6.2% | 119,580 | $6.0M |
| BlackRock, Inc. | 0.00% | Add +3311.0% | 113,347 | $5.7M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -34.4% | 112,759 | $5.7M |
| Assetmark, Inc. | 0.01% | Add +685.6% | 108,916 | $5.5M |
| Principal Securities, Inc. | 0.08% | Add +1.3% | 107,506 | $5.4M |
| Waverly Advisors, LLC | 0.04% | Add +3.2% | 106,701 | $5.4M |
| Lido Advisors, LLC | 0.02% | Add +0.7% | 103,890 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +18.9% | 103,791 | $5.2M |
| River Wealth Advisors LLC | 0.60% | Reduce -4.6% | 103,130 | $5.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +2.8% | 102,652 | $5.2M |
| JT Stratford LLC | 0.65% | Add +0.9% | 101,181 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Add +6.7% | 100,826 | $5.1M |
| Kathmere Capital Management, LLC | 0.31% | Add +6.8% | 100,297 | $5.1M |
| DecisionPoint Financial, LLC | 1.05% | Add +2.8% | 96,206 | $4.9M |
| Rosenberg Matthew Hamilton | 0.92% | Reduce -1.1% | 88,871 | $4.5M |
| Tiaa Trust, National Association | 0.26% | Reduce -70.0% | 84,053 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.22% | No change | 81,026 | $4.1M |
| Trail Ridge Investment Advisors, LLC | 1.76% | Reduce -0.5% | 79,989 | $4.0M |
| Belpointe Asset Management LLC | 0.14% | Add +19.8% | 77,099 | $3.9M |
| Townsend Financial Planning, LLC | 3.49% | Add +5.6% | 71,494 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.6% | 71,392 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.1% | 69,474 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +810.1% | 68,662 | $3.5M |
| JGP Wealth Management, LLC | 0.32% | Add +8.2% | 60,692 | $3.1M |
| Rockbridge Investment Management, LCC | 0.27% | Reduce -0.8% | 60,358 | $3.0M |
| Turn8 Private Wealth Inc. | 1.90% | Add +28.1% | 60,142 | $3.0M |
| IFP Advisors, Inc | 0.06% | Add +8.3% | 59,654 | $3.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +7.3% | 58,404 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 57,031 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.8% | 56,781 | $2.9M |
| Sugar Maple Asset Management, LLC | 1.73% | Reduce -17.7% | 56,459 | $2.9M |
| Fonville Wealth Management LLC | 0.53% | Reduce -4.8% | 55,530 | $2.8M |
| Obsido Oy | 1.68% | Reduce -1.4% | 54,861 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.6% | 54,680 | $2.8M |
| Citadel Advisors | 0.00% | New | 52,933 | $2.7M |
| Life Planning Partners, Inc | 1.92% | Add +5.4% | 49,850 | $2.5M |
| Portus Wealth Advisors, LLC | 2.37% | Add +10.3% | 49,834 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -7.5% | 45,429 | $2.3M |
| Topor & Co. Korea | 1.82% | Add +1.0% | 42,557 | $2.1M |
| American Wealth Advisors, LLC | 2.22% | Reduce -0.2% | 42,212 | $2.1M |
| Argent Advisors, Inc. | 0.58% | Reduce -0.2% | 41,908 | $2.1M |
| Bank of Montreal | 0.00% | Add +1.1% | 40,902 | $2.1M |
| Vista Investment Management | 0.69% | Reduce -5.2% | 40,721 | $2.1M |
| Charter Oak Capital Management, LLC | 0.16% | Reduce -31.1% | 39,852 | $2.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +20.8% | 38,713 | $2.0M |
| Laurel Wealth Advisors LLC | 0.19% | Reduce -3.9% | 38,583 | $1.9M |
| StoneX Group Inc. | 0.10% | Add +48.9% | 37,678 | $1.9M |
| Biondo Investment Advisors, LLC | 0.23% | Add +7.5% | 34,893 | $1.8M |
| Cosner Financial Group, LLC | 0.90% | No change | 32,565 | $1.6M |
| Curi Capital, LLC | 0.03% | Reduce -0.4% | 32,462 | $1.6M |
| IPG Investment Advisors LLC | 0.28% | Add +57.0% | 32,257 | $1.6M |
| Capital Financial Group Inc\co\ | 0.89% | Reduce -11.4% | 32,055 | $1.6M |
| Ofc Financial Planning, LLC | 1.57% | Reduce -0.3% | 31,590 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +25.3% | 31,185 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +3.0% | 30,308 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +21.8% | 29,454 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -7.2% | 29,195 | $1.5M |
| W1M Asset Management Ltd | 0.01% | No change | 26,900 | $1.4M |
| American Money Management, LLC | 0.21% | Reduce -0.0% | 26,371 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.4% | 25,973 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -4.0% | 25,807 | $1.3M |
| Fifth Third Bancorp | 0.00% | New | 24,941 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.29% | Reduce -0.2% | 24,126 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -7.3% | 23,906 | $1.2M |
| International Assets Investment Management, LLC | 0.08% | Reduce -1.3% | 23,518 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.7% | 23,103 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +0.6% | 22,652 | $1.1M |
| Private Wealth Group, LLC | 0.53% | No change | 22,395 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +19.7% | 22,236 | $1.1M |
| Factor Wealth Management LTD | 0.20% | Reduce -13.5% | 21,093 | $1.1M |
| Private Wealth Management Group, LLC | 0.28% | Add +6.9% | 20,958 | $1.1M |
| City Center Advisors, LLC | 0.97% | Reduce -17.6% | 20,779 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -3.5% | 20,512 | $1.0M |
| Elevation Capital Advisory, LLC | 0.43% | New | 20,169 | $1.0M |
| Rothschild Wealth LLC | 0.09% | Reduce -0.8% | 19,754 | $997K |
| FC Advisory LLC | 0.29% | Reduce -2.0% | 19,475 | $983K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -11.1% | 18,515 | $935K |
| Fortis Capital Management LLC | 0.12% | Reduce -3.3% | 17,210 | $869K |
| Advisors Capital Management, LLC | 0.01% | Add +51.1% | 17,009 | $859K |
| MMBG Investment Advisors Co. | 0.08% | No change | 16,964 | $857K |
| Seeds Investor LLC | 0.11% | New | 16,597 | $839K |
| Stokes Family Office, LLC | 0.09% | No change | 16,559 | $836K |
| GeoWealth Management, LLC | 0.03% | Reduce -0.3% | 16,110 | $813K |
| Vise Technologies, Inc. | 0.01% | No change | 14,861 | $753K |
| Summa Corp. | 0.31% | No change | 14,800 | $747K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -0.0% | 14,402 | $727K |
| 4J Wealth Management LLC | 0.39% | No change | 13,671 | $690K |
| Cibc World Market Inc. | 0.00% | Add +0.7% | 13,423 | $678K |
| Advisory Alpha, LLC | 0.02% | No change | 13,044 | $659K |
| Barings LLC | 0.01% | Reduce -28.8% | 13,008 | $657K |
| Probity Advisors, Inc. | 0.10% | Reduce -0.1% | 12,638 | $638K |
| Compound Planning, Inc. | 0.02% | No change | 12,365 | $624K |
| Kelly Financial Group LLC | 0.15% | Reduce -3.3% | 11,815 | $597K |
| Pitcairn Wealth Advisors LLC | 0.05% | No change | 11,680 | $592K |
| Montis Financial, LLC | 0.12% | Reduce -28.4% | 11,678 | $590K |
| Cedar Point Capital Partners, LLC | 0.38% | Add +7.0% | 11,580 | $585K |
| Rialto Wealth Management, LLC | 0.13% | Reduce -0.7% | 11,483 | $580K |
| Parallel Advisors, LLC | 0.01% | Add +14.4% | 11,377 | $574K |
| Wolff Financial Management LLC | 0.12% | Reduce -1.2% | 11,119 | $561K |
| Buckhead Capital Management LLC | 0.21% | Add +12.7% | 10,820 | $546K |
| Investment Advisory Group, LLC | 0.14% | Add +7.0% | 10,676 | $539K |
| Central Pacific Bank - Trust Division | 0.07% | Reduce -56.2% | 10,494 | $530K |
| Alpha Financial Partners LLC | 0.29% | Reduce -0.8% | 9,818 | $496K |
| Pettyjohn, Wood & White, Inc. | 0.07% | Add +3.5% | 8,790 | $444K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -2.0% | 8,749 | $442K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +40.1% | 8,246 | $416K |
| Valmark Advisers, Inc. | 0.00% | Add +20.4% | 8,027 | $405K |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.8% | 7,792 | $393K |
| Private Trust Co. NA | 0.03% | Reduce -5.6% | 7,612 | $384K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.1% | 7,114 | $359K |
| Level Four Advisory Services, LLC | 0.01% | No change | 6,980 | $352K |
| Allworth Financial LP | 0.00% | Add +11.8% | 6,909 | $349K |
| MidAtlantic Capital Management, Inc. | 0.24% | No change | 6,907 | $349K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +10.4% | 6,853 | $346K |
| Spire Wealth Management | 0.01% | Reduce -4.5% | 6,818 | $344K |
| Adalta Capital Management LLC | 0.16% | Reduce -15.4% | 6,600 | $333K |
| Tru Independence Asset Management 2, LLC | 0.20% | No change | 6,552 | $331K |
| One Wealth Advisors, LLC | 0.04% | Reduce -3.9% | 6,551 | $331K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -6.0% | 6,505 | $328K |
| Disciplined Investments, LLC | 0.12% | Reduce -3.5% | 6,404 | $323K |
| Advisory Services Network, LLC | 0.00% | Add +8.8% | 6,186 | $312K |
| Truist Financial Corp. | 0.00% | Add +3.7% | 6,175 | $312K |
| HSBC Holdings PLC | 0.00% | Reduce -7.7% | 6,132 | $310K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.3% | 6,076 | $307K |
| Davis Wealth Advisors, LLC | 0.25% | Reduce -1.0% | 6,049 | $305K |
| Independent Financial Group, LLC | 0.01% | Add +5.9% | 5,931 | $299K |
| Arbor Wealth Management LLC\AZ | 0.29% | Reduce -4.9% | 5,799 | $293K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.8% | 5,492 | $277K |
| Atria Investments, Inc | 0.00% | Reduce -84.3% | 5,073 | $256K |
| Semitam Bonam LLC | 0.20% | No change | 4,941 | $249K |
| Meitav Investment House Ltd. | 0.00% | No change | 4,775 | $240K |
| Secure Asset Management, LLC | 0.04% | Add +0.4% | 4,661 | $235K |
| Weaver Consulting Group | 0.05% | Reduce -6.2% | 4,537 | $229K |
| HRT Financial LP | 0.00% | New | 4,549 | $229K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 4,493 | $227K |
| Novem Group | 0.03% | No change | 4,401 | $222K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -2.2% | 4,395 | $222K |
| Alhambra Investment Management LLC | 0.10% | No change | 4,381 | $221K |
| Headinvest, LLC | 0.05% | No change | 4,372 | $221K |
| LexAurum Advisors, LLC | 0.03% | — | 4,361 | $220K |
| Mgo One Seven LLC | 0.00% | New | 4,290 | $217K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,199 | $212K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 4,164 | $210K |
| CreativeOne Wealth, LLC | 0.00% | New | 4,152 | $210K |
| LVZ, Inc. | 0.02% | Reduce -1.2% | 4,104 | $207K |
| WESPAC Advisors SoCal, LLC | 0.04% | Reduce -44.2% | 3,968 | $200K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,964 | $200K |
| Harbour Investments, Inc. | 0.00% | Add +22.9% | 3,661 | $185K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2082.4% | 3,601 | $182K |
| Franklin Resources Inc. | 0.00% | Reduce -5.6% | 3,350 | $169K |
| CFG Wealth Management Services, Inc. | 0.15% | No change | 3,200 | $162K |
| Pittenger & Anderson Inc. | 0.01% | Add +51.0% | 3,170 | $160K |
| Archer Investment Corp | 0.03% | No change | 2,908 | $147K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,801 | $141K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,671 | $135K |
| PlanVest Financial, Inc | 0.09% | — | 2,340 | $118K |
| National Bank of Canada | 0.00% | No change | 2,160 | $109K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,072 | $105K |
| LRI Investments, LLC | 0.01% | No change | 1,960 | $99K |
| Citigroup Inc. | 0.00% | No change | 1,942 | $98K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -9.1% | 1,471 | $74K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,450 | $73K |
| Triumph Capital Management | 0.01% | Reduce -44.4% | 1,349 | $68K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,327 | $67K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,300 | $66K |
| NBT Bank, N.A. | 0.00% | Add +2145.1% | 1,145 | $58K |
| Meramec Financial Planners, LLC | 0.02% | No change | 1,022 | $52K |
| MRP Capital Investments, LLC | 0.04% | No change | 885 | $45K |
| AE Wealth Management LLC | 0.00% | Reduce -43.8% | 846 | $43K |
| FMR LLC | 0.00% | Reduce -17.6% | 813 | $41K |
| CVA Family Office, LLC | 0.00% | Add +1417.5% | 607 | $31K |
| Smartleaf Asset Management LLC | 0.00% | New | 580 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +456.5% | 473 | $24K |
| Hanson & Doremus Investment Management | 0.00% | No change | 418 | $21K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 394 | $20K |
| Thompson Investment Management, Inc. | 0.00% | No change | 354 | $18K |
| Arax Advisory Partners | 0.00% | Reduce -60.1% | 348 | $18K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.6% | 345 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 296 | $15K |
| MTM Investment Management, LLC | 0.00% | New | 279 | $14K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.9% | 229 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 192 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -53.3% | 175 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 163 | $8K |
| Bullock Wealth Management Group | 0.00% | New | 161 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 102 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $5K |
| Investors Research Corp | 0.00% | No change | 92 | $5K |
| BNP Paribas Financial Markets | 0.00% | Add +700.0% | 80 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 75 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.6% | 64 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 37 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 17 | $886 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 12 | $606 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $101 |
"% of holder's portfolio" is SLQD's weight in each manager's 13F, not the share of iShares 0-5 YR Inv GRD Corp. the manager owns.