증권 기록 · 과거 분기 (아카이브)
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
50추적 보유자
+1Δ 보유자
13.57M보유 주식 수
$684.69M보고 가치
+4신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +2.0% ·
주식 흐름 -0.1% ·
순 신규 포지션 +2.0%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | -3 | 13.84M | $697.09M | +2 | −5 |
| Q1 2026 | 50 | +1 | 13.57M | $684.69M | +4 | −3 |
| Q4 2025 | 49 | -1 | 13.58M | $688.55M | — | −1 |
| Q3 2025 | 7 | +1 | 2.97M | $151.09M | +1 | — |
| Q2 2025 | 3 | 0 | 337.46K | $17.07M | — | — |
| Q1 2025 | 2 | +1 | 461.58K | $23.21M | +1 | — |
| Q4 2024 | 1 | 0 | 228.74K | $11.38M | — | — |
| Q3 2024 | 1 | 0 | 256.12K | $12.92M | — | — |
| Q2 2024 | 1 | — | 227.90K | $11.22M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.38M | +1.0% | $120.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.38M | +1.0% | $120.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Allspring Global Investments… | 2.08M | 0.0% | $104.88M | 0.2% | Held | 2 | SEC ↗ |
| 4 | UBS Group AG | 1.16M | +2.7% | $58.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.11M | -3.9% | $55.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 828.13K | +2.1% | $41.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 828.13K | +2.1% | $41.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 787.81K | +14.6% | $39.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 787.81K | +14.6% | $39.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 787.81K | +14.6% | $39.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 787.81K | +14.6% | $39.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 787.81K | +14.6% | $39.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 727.96K | +7.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 727.96K | +7.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 595.89K | +1.1% | $30.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 595.89K | +1.1% | $30.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Allianz Asset Management GmbH | 359.32K | -0.5% | $18.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Corient Private Wealth LP | 360.57K | -56.5% | $17.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 296.57K | +1.1% | $14.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 255.74K | +12.1% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 255.74K | +12.1% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 234.88K | +3.4% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 234.88K | +3.4% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 216.15K | +14.2% | $10.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 200.90K | +16.1% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 194.45K | -2.5% | $9.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 191.02K | +24.0% | $9.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 143.56K | +3.2% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 143.56K | +3.2% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 143.56K | +3.2% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 143.56K | +3.2% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 123.77K | -8.5% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 122.15K | -18.1% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | BlackRock ✦ (패시브) | 113.35K | +3311.0% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | BlackRock ✦ (패시브) | 113.35K | +3311.0% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Loomis Sayles & Co L P | 112.76K | -34.4% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 108.92K | +685.6% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Lido Advisors, LLC | 103.89K | +0.7% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 100.83K | +6.7% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 71.39K | -17.6% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 69.47K | -20.1% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 69.47K | -20.1% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 68.66K | +810.1% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 58.40K | +7.3% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 57.03K | -7.8% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 56.78K | -4.8% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 52.93K | 신규 | $2.67M | 0.0% | New | 1 | SEC ↗ |
| 48 | Mariner, LLC | 45.43K | -7.5% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Mariner, LLC | 45.43K | -7.5% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 40.90K | +1.1% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 40.90K | +1.1% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 40.90K | +1.1% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank Julius Baer & Co. Ltd, Zurich | 38.71K | +20.8% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 25.97K | -5.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Fifth Third Bancorp | 24.94K | 신규 | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 56 | Cibc World Market Inc. | 13.42K | +0.7% | $677,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 7.79K | +18.8% | $393,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 7.79K | +18.8% | $393,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 6.17K | +3.7% | $311,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Hsbc Holdings Plc | 6.13K | -53.8% | $309,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 5.49K | -55.8% | $277,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Hrt Financial Lp | 4.55K | 신규 | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 63 | Focus Partners Wealth | 4.49K | +0.1% | $226,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 3.35K | -5.6% | $169,142 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 2.80K | 신규 | $141,422 | 0.0% | New | 1 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 2.16K | 0.0% | $109,015 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Citigroup Inc | 1.94K | 0.0% | $98,052 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 813 | -17.6% | $41,060 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 80 | +700.0% | $4,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Citadel Advisors | $2.67M | 0.0% |
| Fifth Third Bancorp | $1.26M | 0.0% |
| Hrt Financial Lp | $229,000 | 0.0% |
| UBS AM, a distinct business… | $141,422 | 0.0% |
청산됨
| Renaissance Technologies | $1.60M | 이었음 0.0% |
| Nomura Asset Management… | $1.55M | 이었음 0.0% |
| Mercer Global Advisors Inc… | $240,622 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 244 보유 기관, 29.59M 주식, $1.46B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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