13FBOX
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

SLQD
持有机构数
251
机构合计市值 (Q2 2026)
$15.18亿
机构合计股数 (Q2 2026)
3,012.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+277.6万股
129 · 26 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-223.2万股
96 · 20 清仓 · ≈
⚖️ 净额
+54.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$15.18亿
持有机构数
251
新买入
26
加仓
103
减仓
76
清仓
20
持股不变
46
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
0.01%0.01%#172$1.28亿254.5万股$1.18亿231.7万股+22.8万股+9.84%加仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.16%0.18%#68$1.05亿207.7万股$1.05亿207.7万股00.00%持仓不变
LJI Wealth Management, LLC
11.54%11.03%#1$8,239.2万163.6万股$6,905.1万136.8万股+26.8万股+19.60%加仓
MAI资本管理MAI Capital Management
0.24%0.31%#54$6,419.1万127.4万股$5,471.5万108.4万股+19.1万股+17.60%加仓
LPL金融LPL Financial LLC
0.01%0.01%#140$5,975.7万118.6万股$5,591.5万110.7万股+7.9万股+7.13%加仓
瑞银集团UBS Group AG
0.01%0.01%#170$5,725.7万113.7万股$5,849.9万115.9万股-2.2万股-1.89%减仓
世界投资顾问World Investment Advisors
0.86%0.84%#31$5,212.9万103.2万股$5,212.9万103.2万股00.00%持仓不变
Bramshill Investments, LLC
3.89%4.34%#5$5,078.7万100.8万股$5,033.9万99.7万股+1.1万股+1.13%加仓
FARMERS & MERCHANTS 投资FARMERS & MERCHANTS INVESTMENTS INC
1.2%1.35%#24$4,948.1万98.2万股$4,902.5万97.1万股+1.1万股+1.17%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#174$4,311.3万85.6万股$3,977.6万78.8万股+6.8万股+8.65%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#148$4,152.0万82.4万股$3,675.5万72.8万股+9.6万股+13.23%加仓
Crews Bank & Trust
5.19%5.56%#2$3,971.8万78.9万股$3,835.1万76.0万股+2.9万股+3.81%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#210$3,115.4万61.9万股$3,008.7万59.6万股+2.3万股+3.79%加仓
Wiser Wealth Management, Inc
4.92%5.35%#3$2,570.3万51.0万股$2,481.0万49.1万股+1.9万股+3.85%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#183$2,554.7万50.7万股$4,182.7万82.8万股-32.1万股-38.74%减仓
NewEdge顾问NewEdge Advisors, LLC
0.08%0.09%#87$2,535.5万50.3万股$2,460.6万48.7万股+1.6万股+3.29%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
1.08%1.44%#26$2,260.7万44.9万股$2,370.9万47.0万股-2.1万股-4.42%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.2%0.22%#61$2,109.5万41.9万股$2,004.3万39.7万股+2.2万股+5.50%加仓
VOISARD ASSET MANAGEMENT GROUP, INC.
3.76%5.71%#6$1,985.0万39.4万股$2,675.9万53.0万股-13.6万股-25.64%减仓
CAMDEN NATIONAL BANK
2.59%2.59%#10$1,984.8万39.4万股$1,918.2万38.0万股+1.4万股+3.72%加仓
安联资产管理Allianz Asset Management GmbH
0.02%0.02%#136$1,851.3万36.8万股$1,814.2万35.9万股+8,219股+2.29%加仓
好事达保险ALLSTATE CORP
0.18%#66$1,765.6万35.1万股$00股+35.1万股新买入
Colonial Trust Advisors
1.15%1.23%#25$1,647.7万32.7万股$1,581.2万31.3万股+1.4万股+4.45%加仓
Corient私人财富Corient Private Wealth LLC
0.01%0.03%#146$1,614.1万32.0万股$1,784.7万36.1万股-4.0万股-11.13%减仓
Global Wealth Management Investment Advisory, Inc.
1.97%2.1%#15$1,387.4万27.5万股$1,337.9万26.5万股+1.0万股+3.94%加仓
瑞士宝盛银行Bank Julius Baer & Co. Ltd, Zurich
0.03%0.01%#108$1,338.8万26.6万股$195.5万3.9万股+22.7万股+586.52%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#145$1,334.1万26.5万股$1,497.4万29.7万股-3.2万股-10.69%减仓
Waterloo Capital, L.P.
0.73%0.86%#35$1,290.7万25.6万股$1,221.8万24.2万股+1.4万股+5.90%加仓
INTEGRAL INVESTMENT ADVISORS, INC.
2.78%2.88%#9$1,262.9万25.1万股$1,158.2万22.9万股+2.1万股+9.30%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#211$1,228.4万24.4万股$1,185.9万23.5万股+8,986股+3.83%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#152$1,222.5万24.3万股$1,291.2万25.6万股-1.3万股-5.09%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#178$1,110.2万22.0万股$1,014.3万20.1万股+2.0万股+9.71%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#201$1,063.8万21.1万股$1,091.3万21.6万股-4,961股-2.30%减仓
Colonial Trust Co / SC
1.27%1.32%#23$1,006.8万20.0万股$972.2万19.3万股+7,339股+3.81%加仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.03%0.03%#110$977.6万19.4万股$907.7万18.0万股+1.4万股+7.96%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#159$952.3万18.9万股$981.8万19.4万股-5,397股-2.78%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#135$850.3万16.9万股$616.7万12.2万股+4.7万股+38.21%加仓
LaSalle St. Investment Advisors, LLC
1.03%1.14%#27$846.3万16.8万股$807.4万16.0万股+8,107股+5.07%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.07%#89$840.0万16.7万股$00股+16.7万股新买入
卢米斯塞勒斯LOOMIS SAYLES & CO L P
0.01%0.01%#151$814.5万16.2万股$569.3万11.3万股+4.9万股+43.40%加仓
Sierra Capital LLC
0.79%0.94%#34$797.5万15.8万股$811.2万16.1万股-2,322股-1.45%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#231$764.4万15.2万股$723.4万14.4万股+8,066股+5.62%加仓
NDWM LLC
4.44%4.21%#4$756.1万15.0万股$649.9万12.9万股+2.1万股+16.62%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#160$728.3万14.5万股$964.5万19.1万股-4.6万股-24.31%减仓
Saiph Capital, LLC
2.13%2.86%#11$723.8万14.4万股$754.6万14.9万股-5,759股-3.85%减仓
Ifrah Financial Services, Inc.
1.65%1.78%#19$676.7万13.4万股$672.1万13.3万股+1,227股+0.92%加仓
顶峰金融Summit Financial, LLC
0.07%0.09%#88$662.3万13.1万股$683.6万13.5万股-3,917股-2.89%减仓
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.02%0.02%#130$656.9万13.0万股$653.2万12.9万股+1,036股+0.80%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#147$639.8万12.7万股$624.9万12.4万股+3,248股+2.62%加仓
ALTERNA WEALTH MANAGEMENT, INC
3.46%5.62%#7$602.9万12.0万股$742.3万14.7万股-2.7万股-18.59%减仓

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