证券记录 · 已归档季度
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
47被追踪持有人
-3Δ持有人
13.84M持有股份
$697.09M报告持仓市值
+2新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -6.0% ·
股份流向 +2.0% ·
净新建仓位 -6.4%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.54M | +7.0% | $128.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.54M | +7.0% | $128.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.54M | +7.0% | $128.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Allspring Global Investments… | 2.08M | 0.0% | $104.63M | 0.2% | Held | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.19M | +7.1% | $59.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.14M | -1.9% | $57.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 855.93K | +8.7% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 855.93K | +8.7% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 855.93K | +8.7% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 855.93K | +8.7% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 855.93K | +8.7% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 824.30K | +13.2% | $41.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 824.30K | +13.2% | $41.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 618.50K | +3.8% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 618.50K | +3.8% | $31.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 507.29K | -38.7% | $25.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 507.29K | -38.7% | $25.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Allianz Asset Management GmbH | 367.54K | +2.3% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Corient Private Wealth LP | 320.45K | -11.1% | $16.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank Julius Baer & Co. Ltd, Zurich | 265.77K | +586.5% | $13.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 264.86K | -10.7% | $13.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 243.87K | +3.8% | $12.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 243.87K | +3.8% | $12.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 242.71K | -5.1% | $12.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 242.71K | -5.1% | $12.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 220.41K | +9.7% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 211.19K | -2.3% | $10.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 189.05K | -2.8% | $9.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 168.81K | +38.2% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Loomis Sayles & Co L P | 161.70K | +43.4% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 151.63K | +5.6% | $7.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 151.63K | +5.6% | $7.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 151.63K | +5.6% | $7.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 144.59K | -24.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 127.02K | +2.6% | $6.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 113.38K | 0.0% | $5.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 113.38K | 0.0% | $5.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Creative Planning | 103.44K | 新增 | $5.21M | 0.0% | New | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 93.04K | -10.4% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 84.23K | +21.2% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 84.23K | +21.2% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 84.23K | +21.2% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 75.13K | +5.2% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 72.63K | +27.9% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 62.02K | +8.7% | $3.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 58.96K | +1.0% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 57.19K | -43.3% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 50.00K | +62400.0% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 47.17K | +15.3% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 47.17K | +15.3% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 47.17K | +15.3% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Mariner, LLC | 42.80K | -5.8% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 38.85K | 新增 | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 54 | Fifth Third Bancorp | 24.46K | -1.9% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 21.07K | -80.7% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Baird Financial Group, Inc. | 17.28K | -33.5% | $870,343 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Cibc World Market Inc. | 14.49K | +7.9% | $729,811 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 7.73K | -0.8% | $389,534 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 7.73K | -0.8% | $389,534 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Hsbc Holdings Plc | 6.38K | +4.1% | $321,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Truist Financial Corp | 5.68K | -8.0% | $286,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Focus Partners Wealth | 5.00K | +11.2% | $251,650 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Franklin Resources Inc | 3.35K | 0.0% | $168,740 | 0.0% | Held | 3 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 2.16K | 0.0% | $108,778 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Citigroup Inc | 1.94K | 0.0% | $97,819 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 997 | +22.6% | $50,236 | 0.0% | ▲ Add | 5 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Creative Planning | $5.21M | 0.0% |
| Mercer Global Advisors Inc… | $1.96M | 0.0% |
已清仓
| Jane Street Group, Llc | $3.47M | 曾为 0.0% |
| Citadel Advisors | $2.67M | 曾为 0.0% |
| Susquehanna International… | $277,291 | 曾为 0.0% |
| Hrt Financial Lp | $229,000 | 曾为 0.0% |
| UBS AM, a distinct business… | $141,422 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 244 持有人, 29.59M 股份, $1.46B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据