SLQD — ISHARES 0-5 YR INV GRD CORP
As of Q2 2026, 10 SEC-registered investment managers reported holding SLQD (ISHARES 0-5 YR INV GRD CORP) in their latest 13F filings, with a combined reported value of $245.66M across 4.88M shares. That is +6.1% by share count (+280.90K shares) versus the previous quarter, while reported value moved +5.9%. Ownership is concentrated: the five largest holders account for 96.3% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 2.54M | $128.17M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.14M | $57.26M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 618.50K | $31.15M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 243.87K | $12.28M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 151.63K | $7.64M | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 113.38K | $5.71M | 0.00% | Hold |
| Northern Trust Corp history | Q1 2024 | 97.34K | $4.79M | 0.00% | Add |
| Invesco Ltd history | Q3 2025 | 85.69K | $4.36M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 62.02K | $3.12M | 0.00% | Add |
| Citadel Advisors history | Q1 2026 | 52.93K | $2.67M | 0.00% | New |
| Renaissance Technologies history | Q4 2025 | 31.58K | $1.60M | 0.00% | Reduce |
| BNY Mellon history | Q3 2022 | 8.37K | $397.00K | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 3.35K | $168.74K | 0.00% | Hold |
| Citigroup Inc history | Q2 2026 | 1.94K | $97.82K | 0.00% | Hold |
| PNC Financial Services history | Q3 2024 | 1.39K | $70.25K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 997 | $50.24K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 151.63K sh · $7.64M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 52.93K sh · $2.67M
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 2.47M | 3.24M | 3.68M | 3.81M | 8.88M | 3.45M | 2.97M | 2.96M | 2.51M | 3.01M | 2.74M | 2.22M | 2.21M | 2.33M | 2.30M | 2.26M | 2.32M | 2.35M | 2.38M | 2.54M |
| UBS Group AG | 830.65K | 809.19K | 924.89K | 950.67K | 1.16M | 1.13M | 1.17M | 1.01M | 1.07M | 1.12M | 1.25M | 1.19M | 1.22M | 1.09M | 1.08M | 1.10M | 1.12M | 1.13M | 1.16M | 1.14M |
| Bank of America Corp | 1.03M | 928.50K | 869.82K | 1.69M | 1.63M | 1.81M | 1.28M | 1.15M | 946.68K | 850.89K | 744.77K | 836.36K | 717.86K | 721.96K | 690.72K | 675.53K | 629.80K | 589.22K | 595.89K | 618.50K |
| Wells Fargo & Co | 176.02K | 142.51K | 256.66K | 139.69K | 174.79K | 140.13K | 129.97K | 131.79K | 134.96K | 199.53K | 138.57K | 142.73K | 155.62K | 97.30K | 94.33K | 205.33K | 219.13K | 227.27K | 234.88K | 243.87K |
| JPMorgan Chase & Co | 183.12K | 30.75K | 73.90K | 35.09K | 16.50K | 13.35K | 12.97K | 12.97K | 41.41K | 49.67K | 44.20K | 46.08K | 139.75K | 133.93K | 178.20K | 244.30K | 145.12K | 139.07K | — | 151.63K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.28K | 3.32K | 113.35K | 113.38K |
| Goldman Sachs Group | 17.71K | 17.71K | 473.10K | 270.36K | 17.92K | 81.19K | 211.30K | 65.93K | 65.94K | 64.11K | 60.76K | 59.80K | 66.19K | 59.80K | 59.94K | 59.80K | 66.96K | 61.83K | 57.03K | 62.02K |
| Franklin Resources | 5.94K | 5.94K | 5.46K | 4.99K | 4.99K | 4.83K | 4.83K | 3.90K | 3.90K | 3.40K | 3.30K | 3.30K | 3.30K | 4.90K | 4.10K | 3.60K | 3.30K | 3.55K | 3.35K | 3.35K |
| Citigroup Inc | 5.04K | 4.33K | 2.05K | 2.05K | 2.90K | 2.48K | 2.33K | 5.90K | 5.90K | 5.68K | 5.84K | 5.84K | 5.83K | 5.94K | 5.94K | 5.95K | 1.95K | 1.94K | 1.94K | 1.94K |
| Fidelity Management & Research (FMR) | 326 | 792 | 2 | 611 | 857 | 2 | 32 | 1.16K | 267 | 1.93K | 132 | 895 | 194 | 147 | 162 | 344 | 2.63K | 987 | 813 | 997 |
| Citadel Advisors | 12.78K | — | — | — | — | — | 9.11K | 75.21K | 45.00K | 54.82K | — | — | — | — | 87.28K | 71.62K | 81.38K | — | 52.93K | — |
| Renaissance Technologies | — | 35.34K | 24.00K | 19.42K | — | 114.50K | 68.90K | — | 67.60K | 342.30K | 316.23K | 227.90K | 256.12K | 228.74K | 374.30K | 265.50K | 211.30K | 31.58K | — | — |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | 190.25K | — | — | — | 85.69K | — | — | — |
| BNY Mellon | 26.50K | — | — | 7.69K | 8.37K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | 26.93K | 97.34K | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | 37 | 55 | — | — | 1.50K | 3.87K | 1.39K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details