Public ownership evidence

iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) Ownership Disclosures

Read SLQD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares 0-5 Year Investment Grade Corporate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2026-03-31
Available
2026-09-01
Reported shares
5,799
Value (USD)
$292,789
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SLQD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SLQD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Arbor Wealth Management LLC\AZ2026-03-312026-09-015,799$292,789None
Arbor Wealth Management LLC\AZ2025-12-312026-09-016,097$309,107None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-299,354$470,317None
Corient Private Wealth LP2026-06-302026-08-28320,449$16,141,038None
Rehmann Capital Advisory Group2026-06-302026-08-2119,122$963,220None
Archer Investment Corp2026-06-302026-08-202,908$146,476None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2038,847$1,956,712None
Corient Private Wealth LP2026-06-302026-08-18320,450$16,141,038None
Equitable Holdings, Inc.2026-06-302026-08-1830,132$1,517,768None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15130,417$6,569,104None
Mutual Advisors, LLC2026-06-302026-08-1520,501$1,032,635None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1517,197$866,213None
Ameritas Advisory Services, LLC2026-06-302026-08-1539,101$1,969,541None
Sierra Capital LLC2026-06-302026-08-15158,336$7,975,374None
IFG Advisory, LLC2026-06-302026-08-151,221$61,522None
JT Stratford LLC2026-06-302026-08-15103,157$5,196,018None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,897$347,391None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,538$278,943None
OSAIC HOLDINGS, INC.2026-06-302026-08-1571,793$3,616,801None
Obsido Oy2026-06-302026-08-1553,176$2,678,475None
Medallion Wealth Advisors, LLC2026-06-302026-08-15931$46,894None
Medallion Wealth Advisors, LLC2026-06-302026-08-15270$15,005None
Waverly Advisors, LLC2026-06-302026-08-15107,010$5,390,109None
Rockbridge Investment Management, LCC2026-06-302026-08-1560,349$3,039,780None
Davis Wealth Advisors, LLC2026-06-302026-08-156,049$304,688None
Bramshill Investments, LLC2026-06-302026-08-151,008,271$50,786,621None
Financial Engines Advisors L.L.C.2026-06-302026-08-15127,022$6,398,098None
Allianz Asset Management GmbH2026-06-302026-08-15367,542$18,513,091None
Thrivent Financial for Lutherans2026-06-302026-08-1533,001$1,662,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1572,626$3,660,489None
AMERIPRISE FINANCIAL INC2026-06-302026-08-153,392$170,846None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15503,897$25,376,085None
MAI Capital Management2026-06-302026-08-151,274,393$64,191,188None
Curi Capital, LLC2026-06-302026-08-1528,275$1,424,215None
Curi Capital, LLC2026-06-302026-08-152,030$102,248None
HEADINVEST, LLC2026-06-302026-08-154,345$218,858None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15418,807$21,095,293None
ROYAL BANK OF CANADA2026-06-302026-08-1533,977$1,711,000None
ROYAL BANK OF CANADA2026-06-302026-08-1515,828$797,000None
ROYAL BANK OF CANADA2026-06-302026-08-15237,318$11,954,000None
ROYAL BANK OF CANADA2026-06-302026-08-15565,860$28,502,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,951$149,000None
Larson Financial Group LLC2026-06-302026-08-15192$9,671None
World Investment Advisors2026-06-302026-08-151,032,454$52,128,602None
NEW ENGLAND ASSET MANAGEMENT INC2026-06-302026-08-15100$5,037None
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1579,401$3,999,428None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1562,016$3,123,746None
HSBC HOLDINGS PLC2026-06-302026-08-156,382$321,461None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15773,020$38,937,034None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1551,278$2,582,859None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Arbor Wealth Management LLC\AZ ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Federation des caisses Desjardins du Quebec ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.