iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q2 2026 (June 30)252holders +6
22new positions
17sold out
$50.40avg. 13F price*
At the end of Q2 2026, 252 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings, up 6 from Q1 2026. 22 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($128.2M), Allspring Global Investments Holdings, LLC ($104.6M) and LJI Wealth Management, LLC ($82.4M).
- Company
- iShares 0-5 YR Inv GRD Corp.
- CUSIP
- 46434V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $43.2M |
| Exits | 17 | $9.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,761,532 shares bought and 2,760,983 shares sold, net +549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| Morgan Stanley | 0.01% | Add +7.0% | 2,544,555 | $128.2M |
| Allspring Global Investments Holdings, LLC | 0.16% | No change | 2,077,168 | $104.6M |
| LJI Wealth Management, LLC | 11.54% | Add +19.6% | 1,635,740 | $82.4M |
| MAI Capital Management | 0.24% | Add +17.6% | 1,274,393 | $64.2M |
| LPL Financial LLC | 0.01% | Add +7.1% | 1,186,359 | $59.8M |
| UBS Group AG | 0.01% | Reduce -1.9% | 1,136,737 | $57.3M |
| World Investment Advisors | 0.86% | No change | 1,032,454 | $52.1M |
| Bramshill Investments, LLC | 3.89% | Add +1.1% | 1,008,271 | $50.8M |
| Farmers & Merchants Investments Inc. | 1.20% | Add +1.2% | 982,350 | $49.5M |
| Royal Bank of Canada | 0.01% | Add +8.7% | 855,934 | $43.1M |
| Raymond James Financial Inc. | 0.01% | Add +13.2% | 824,298 | $41.5M |
| Crews Bank & Trust | 5.19% | Add +3.8% | 788,528 | $39.7M |
| Bank of America Corp. | 0.00% | Add +3.8% | 618,501 | $31.2M |
| Wiser Wealth Management, Inc | 4.92% | Add +3.9% | 510,292 | $25.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -38.7% | 507,289 | $25.5M |
| NewEdge Advisors, LLC | 0.08% | Add +3.3% | 503,384 | $25.4M |
| Creative Financial Designs Inc. | 1.08% | Reduce -4.4% | 448,811 | $22.6M |
| Allianz Asset Management GmbH | 0.02% | Add +21.3% | 435,942 | $22.0M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +5.5% | 418,807 | $21.1M |
| Voisard Asset Management Group, Inc. | 3.76% | Reduce -25.6% | 394,083 | $19.8M |
| Camden National Bank | 2.59% | Add +3.7% | 394,035 | $19.8M |
| Allstate Corp. | 0.18% | New | 350,519 | $17.7M |
| Colonial Trust Advisors | 1.15% | Add +4.5% | 327,118 | $16.5M |
| Corient Private Wealth LP | 0.02% | Reduce -11.1% | 320,449 | $16.1M |
| Global Wealth Management Investment Advisory, Inc. | 1.97% | Add +3.9% | 275,433 | $13.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +586.5% | 265,774 | $13.4M |
| Cetera Investment Advisers | 0.01% | Reduce -10.7% | 264,861 | $13.3M |
| Waterloo Capital, L.P. | 0.73% | Add +5.9% | 256,252 | $12.9M |
| Integral Investment Advisors, Inc. | 2.78% | Add +9.3% | 250,728 | $12.6M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 243,866 | $12.3M |
| Stifel Financial Corp. | 0.01% | Reduce -5.1% | 242,710 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.7% | 220,414 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 211,186 | $10.6M |
| Colonial Trust Co / SC | 1.27% | Add +3.8% | 199,884 | $10.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Add +8.0% | 194,079 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.8% | 189,053 | $9.5M |
| MML Investors Services, LLC | 0.02% | Add +38.2% | 168,814 | $8.5M |
| LaSalle St. Investment Advisors, LLC | 1.03% | Add +5.1% | 168,013 | $8.5M |
| OneDigital Investment Advisors LLC | 0.07% | New | 166,772 | $8.4M |
| Loomis Sayles & Co. L P | 0.01% | Add +43.4% | 161,697 | $8.1M |
| Sierra Capital LLC | 0.77% | Reduce -1.4% | 158,336 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.6% | 151,631 | $7.6M |
| NDWM LLC | 4.44% | Add +16.6% | 150,111 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.3% | 144,592 | $7.3M |
| Saiph Capital, LLC | 2.17% | Reduce -3.9% | 143,690 | $7.2M |
| Ifrah Financial Services, Inc. | 1.65% | Add +0.9% | 134,345 | $6.8M |
| Summit Financial, LLC | 0.07% | Reduce -2.9% | 131,484 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.8% | 130,417 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.6% | 127,022 | $6.4M |
| Alterna Wealth Management, Inc. | 3.46% | Reduce -18.6% | 119,691 | $6.0M |
| IPG Investment Advisors LLC | 0.86% | Add +269.8% | 119,283 | $6.0M |
| Scotia Capital Inc. | 0.02% | Reduce -9.0% | 118,679 | $6.0M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 113,383 | $5.7M |
| Waverly Advisors, LLC | 0.03% | Add +0.3% | 107,010 | $5.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +3.9% | 106,631 | $5.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.6% | 105,495 | $5.3M |
| Creative Planning | 0.00% | New | 103,440 | $5.2M |
| JT Stratford LLC | 0.57% | Add +1.9% | 103,157 | $5.2M |
| DecisionPoint Financial, LLC | 0.89% | Reduce -0.3% | 95,886 | $4.8M |
| River Wealth Advisors LLC | 0.49% | Reduce -9.0% | 93,812 | $4.7M |
| Lido Advisors, LLC | 0.02% | Reduce -10.4% | 93,041 | $4.7M |
| Tiaa Trust, National Association | 0.28% | Add +10.5% | 92,863 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +21.2% | 84,228 | $4.2M |
| Rosenberg Matthew Hamilton | 0.79% | Reduce -5.8% | 83,730 | $4.2M |
| Trail Ridge Investment Advisors, LLC | 1.75% | Add +2.9% | 82,302 | $4.1M |
| Belpointe Asset Management LLC | 0.13% | Add +5.1% | 81,026 | $4.1M |
| Fairview Capital Investment Management, LLC | 0.21% | Reduce -2.0% | 79,401 | $4.0M |
| Townsend Financial Planning, LLC | 3.31% | Add +5.4% | 75,379 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.2% | 75,134 | $3.8M |
| IFP Advisors, Inc | 0.07% | Add +23.3% | 73,563 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 72,626 | $3.7M |
| Sugar Maple Asset Management, LLC | 2.02% | Add +10.0% | 62,128 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.7% | 62,016 | $3.1M |
| Rockbridge Investment Management, LCC | 0.25% | Reduce -0.0% | 60,349 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +885.4% | 59,872 | $3.0M |
| JGP Wealth Management, LLC | 0.27% | Reduce -3.1% | 58,816 | $3.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.0% | 58,963 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.8% | 57,282 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Reduce -43.3% | 57,188 | $2.9M |
| Kathmere Capital Management, LLC | 0.15% | Reduce -43.4% | 56,764 | $2.9M |
| Fonville Wealth Management LLC | 0.45% | Reduce -0.6% | 55,173 | $2.8M |
| Obsido Oy | 1.43% | Reduce -3.1% | 53,176 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 52,937 | $2.7M |
| Portus Wealth Advisors, LLC | 2.11% | Add +2.3% | 50,963 | $2.6M |
| Life Planning Partners, Inc | 1.90% | Add +2.0% | 50,869 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +62400.0% | 50,000 | $2.5M |
| Bank of Montreal | 0.00% | Add +15.3% | 47,175 | $2.4M |
| Argent Advisors, Inc. | 0.54% | Add +3.2% | 43,234 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -5.8% | 42,804 | $2.2M |
| Topor & Co. Korea | 1.69% | No change | 42,557 | $2.1M |
| American Wealth Advisors, LLC | 2.01% | Add +0.6% | 42,468 | $2.1M |
| Turn8 Private Wealth Inc. | 1.39% | Reduce -31.2% | 41,380 | $2.1M |
| Laurel Wealth Advisors LLC | 0.20% | Add +5.2% | 40,601 | $2.0M |
| Vista Investment Management | 0.61% | Reduce -1.2% | 40,235 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | New | 39,101 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 38,847 | $2.0M |
| StoneX Group Inc. | 0.08% | Reduce -0.2% | 37,606 | $1.9M |
| Biondo Investment Advisors, LLC | 0.23% | Add +7.4% | 37,485 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +19.2% | 36,127 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 33,001 | $1.7M |
| Cosner Financial Group, LLC | 0.84% | No change | 32,565 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 31,960 | $1.6M |
| Ofc Financial Planning, LLC | 1.40% | Reduce -0.8% | 31,339 | $1.6M |
| Curi Capital, LLC | 0.02% | Reduce -6.6% | 30,305 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +2.3% | 30,132 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.0% | 27,456 | $1.4M |
| W1M Asset Management Ltd | 0.01% | No change | 26,900 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Add +1.4% | 26,174 | $1.3M |
| American Money Management, LLC | 0.18% | Reduce -4.1% | 25,296 | $1.3M |
| Advisors Capital Management, LLC | 0.01% | Add +47.3% | 25,057 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -1.9% | 24,459 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.24% | Add +1.1% | 24,379 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +2.0% | 23,107 | $1.2M |
| Private Wealth Management Group, LLC | 0.26% | Add +6.0% | 22,225 | $1.1M |
| Savant Capital, LLC | 0.00% | Reduce -8.1% | 21,961 | $1.1M |
| City Center Advisors, LLC | 0.89% | Add +5.0% | 21,816 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Reduce -7.7% | 21,699 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -80.7% | 21,070 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -0.1% | 20,501 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.7% | 20,393 | $1.0M |
| Win Advisors, Inc. | 0.36% | New | 20,019 | $1.0M |
| FC Advisory LLC | 0.26% | Add +0.6% | 19,589 | $987K |
| Arkadios Wealth Advisors | 0.02% | Reduce -12.1% | 19,554 | $985K |
| Rehmann Capital Advisory Group | 0.04% | Add +3.3% | 19,122 | $963K |
| GeoWealth Management, LLC | 0.03% | Add +12.4% | 18,104 | $912K |
| Summa Corp. | 0.28% | Add +21.6% | 18,000 | $907K |
| Private Advisor Group, LLC | 0.00% | Reduce -85.0% | 17,971 | $905K |
| GFS Advisors, LLC | 0.10% | Reduce -99.6% | 2,380 | $898K |
| Fortis Capital Management LLC | 0.10% | Add +2.2% | 17,584 | $886K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.05% | Reduce -92.0% | 17,500 | $881K |
| Baird Financial Group, Inc. | 0.00% | Reduce -33.5% | 17,279 | $870K |
| Insigneo Advisory Services, LLC | 0.03% | Add +19.4% | 17,197 | $866K |
| Rothschild Wealth LLC | 0.07% | Reduce -13.2% | 17,154 | $864K |
| Private Wealth Group, LLC | 0.33% | Reduce -24.0% | 17,019 | $857K |
| MMBG Investment Advisors Co. | 0.07% | No change | 16,964 | $854K |
| Capital Financial Group Inc\co\ | 0.44% | Reduce -47.5% | 16,845 | $848K |
| Compound Planning, Inc. | 0.02% | Add +25.1% | 15,462 | $779K |
| Greenup Street Wealth Management LLC | 0.09% | Reduce -96.7% | 15,275 | $769K |
| Stokes Family Office, LLC | 0.09% | Reduce -11.5% | 14,659 | $738K |
| Cibc World Market Inc. | 0.00% | Add +7.9% | 14,489 | $730K |
| Principal Securities, Inc. | 0.01% | Reduce -86.9% | 14,077 | $709K |
| Factor Wealth Management LTD | 0.10% | Reduce -34.9% | 13,727 | $691K |
| 4J Wealth Management LLC | 0.32% | Reduce -4.0% | 13,118 | $661K |
| Advisory Alpha, LLC | 0.02% | No change | 13,044 | $657K |
| Vise Technologies, Inc. | 0.01% | Reduce -13.1% | 12,918 | $651K |
| Probity Advisors, Inc. | 0.09% | Reduce -1.3% | 12,475 | $628K |
| Cedar Point Capital Partners, LLC | 0.35% | Add +3.6% | 12,000 | $604K |
| Pitcairn Wealth Advisors LLC | 0.06% | No change | 11,680 | $588K |
| Parsons Capital Management Inc. | 0.03% | New | 11,446 | $577K |
| Kelly Financial Group LLC | 0.13% | Reduce -5.3% | 11,186 | $563K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.8% | 10,945 | $551K |
| Rialto Wealth Management, LLC | 0.11% | Reduce -6.0% | 10,789 | $543K |
| Investment Advisory Group, LLC | 0.12% | No change | 10,676 | $538K |
| Wolff Financial Management LLC | 0.11% | Reduce -5.4% | 10,519 | $530K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 10,494 | $529K |
| Barings LLC | 0.01% | Reduce -20.1% | 10,397 | $524K |
| Buckhead Capital Management LLC | 0.17% | Reduce -7.1% | 10,052 | $506K |
| Alpha Financial Partners LLC | 0.26% | Add +1.1% | 9,926 | $500K |
| One Wealth Advisors, LLC | 0.05% | Add +38.5% | 9,076 | $457K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 8,790 | $443K |
| Valmark Advisers, Inc. | 0.00% | Add +8.8% | 8,729 | $440K |
| Montis Financial, LLC | 0.09% | Reduce -27.2% | 8,503 | $428K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.7% | 8,466 | $426K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,013 | $402K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,013 | $402K |
| TRB Wealth Management, LLC | 0.05% | New | 7,840 | $395K |
| Apollon Wealth Management, LLC | 0.00% | Add +9.5% | 7,789 | $392K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 7,733 | $390K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +9.4% | 7,495 | $378K |
| PFG Advisors | 0.02% | Reduce -95.6% | 7,293 | $367K |
| Level Four Advisory Services, LLC | 0.01% | No change | 6,980 | $352K |
| Allworth Financial LP | 0.00% | No change | 6,909 | $348K |
| MidAtlantic Capital Management, Inc. | 0.22% | No change | 6,907 | $348K |
| Spire Wealth Management | 0.01% | No change | 6,818 | $343K |
| Hoxton Planning & Management, LLC | 0.09% | Add +3.4% | 6,724 | $339K |
| Tru Independence Asset Management 2, LLC | 0.18% | No change | 6,552 | $330K |
| Disciplined Investments, LLC | 0.10% | Add +0.3% | 6,426 | $324K |
| Advisory Services Network, LLC | 0.00% | Add +3.3% | 6,391 | $322K |
| HSBC Holdings PLC | 0.00% | Add +4.1% | 6,382 | $321K |
| Davis Wealth Advisors, LLC | 0.24% | No change | 6,049 | $305K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -32.1% | 5,939 | $299K |
| Independent Financial Group, LLC | 0.01% | No change | 5,931 | $299K |
| Private Trust Co. NA | 0.02% | Reduce -22.7% | 5,887 | $297K |
| Arbor Wealth Management LLC\AZ | 0.26% | Reduce -0.1% | 5,793 | $292K |
| Truist Financial Corp. | 0.00% | Reduce -8.0% | 5,684 | $286K |
| LexAurum Advisors, LLC | 0.03% | Add +17.7% | 5,132 | $258K |
| Boreal Capital Management LLC | 0.22% | New | 5,060 | $255K |
| Arax Advisory Partners | 0.00% | Add +1347.4% | 5,037 | $254K |
| Focus Partners Wealth | 0.00% | Add +11.2% | 4,996 | $252K |
| Semitam Bonam LLC | 0.18% | No change | 4,941 | $249K |
| Secure Asset Management, LLC | 0.03% | Add +4.9% | 4,890 | $246K |
| Novem Group | 0.02% | Add +5.6% | 4,647 | $234K |
| Atria Investments, Inc | 0.00% | Reduce -9.4% | 4,595 | $231K |
| Weaver Consulting Group | 0.05% | No change | 4,537 | $229K |
| Alhambra Investment Management LLC | 0.10% | No change | 4,381 | $221K |
| Mgo One Seven LLC | 0.00% | Add +2.1% | 4,379 | $221K |
| Vaquero Private Wealth, Ltd. | 0.05% | — | 4,351 | $219K |
| Headinvest, LLC | 0.04% | Reduce -0.6% | 4,345 | $219K |
| Seeds Investor LLC | 0.02% | Reduce -74.1% | 4,303 | $217K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,199 | $212K |
| CreativeOne Wealth, LLC | 0.00% | Add +0.3% | 4,166 | $210K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.4% | 4,157 | $209K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 2,011 | $202K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.7% | 3,637 | $183K |
| Wagner Wealth Management, LLC | 0.03% | New | 3,362 | $169K |
| Franklin Resources Inc. | 0.00% | No change | 3,350 | $169K |
| Global Retirement Partners, LLC | 0.00% | — | 3,326 | $168K |
| Pittenger & Anderson Inc. | 0.01% | No change | 3,170 | $160K |
| Archer Investment Corp | 0.03% | No change | 2,908 | $146K |
| PlanVest Financial, Inc | 0.08% | Add +1.3% | 2,370 | $119K |
| National Bank of Canada | 0.00% | No change | 2,160 | $109K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,072 | $104K |
| Guardian Partners Inc. | 0.01% | New | 2,000 | $101K |
| 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% | No change | 1,471 | $74K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,450 | $73K |
| Triumph Capital Management | 0.01% | Add +0.1% | 1,351 | $68K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 1,201 | $62K |
| IFG Advisory, LLC | 0.00% | New | 1,221 | $62K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,021 | $51K |
| Meramec Financial Planners, LLC | 0.02% | No change | 1,022 | $51K |
| FMR LLC | 0.00% | Add +22.6% | 997 | $50K |
| AE Wealth Management LLC | 0.00% | Add +13.2% | 958 | $48K |
| MRP Capital Investments, LLC | 0.03% | No change | 885 | $45K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -38.5% | 800 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Add +27.3% | 602 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 580 | $29K |
| CVA Family Office, LLC | 0.00% | Reduce -6.6% | 567 | $29K |
| Highland Investment Advisors LLC | 0.01% | — | 503 | $25K |
| Hanson & Doremus Investment Management | 0.00% | No change | 418 | $21K |
| Lanark Financial, Inc. | 0.00% | Add +0.5% | 396 | $20K |
| Lodestone Wealth Management LLC | 0.01% | Add +1.2% | 349 | $18K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -1.4% | 349 | $18K |
| IMA Advisory Services, Inc. | 0.00% | New | 320 | $16K |
| Harbor Asset Planning, Inc. | 0.01% | Add +1.3% | 232 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 192 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 175 | $9K |
| Markowski Investments | 0.00% | — | 175 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 163 | $8K |
| MTM Investment Management, LLC | 0.00% | Reduce -49.8% | 140 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 109 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 102 | $5K |
| New England Asset Management Inc. | 0.00% | New | 100 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 75 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 64 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 37 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.3% | 13 | $655 |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -35.3% | 11 | $592 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $101 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 1 | $36 |
"% 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.