SLQD · Insider trading · 13F holders · Congress trades
Irr Tr FBo David MacArthur iShares 0-5 Year Inv estment gradeCorporate Bond ETF (SLQD)
Who is buying and selling SLQD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 49
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
SLQD at a glance
- No open-market insider purchases or sales of SLQD were filed in the last 90 days.
- 49 13F filers hold SLQD among their 50 largest positions, worth $549.0M combined. The biggest bets by portfolio weight are LJI Wealth Management, LLC (11.5%), Wiser Wealth Management, Inc (5.3%) and Crews Bank & Trust (5.2%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
- Members of Congress have disclosed 2 SLQD trades since 2018, 2 purchases and 0 sales in the past year; the latest was Thomas MacArthur (R-NJ), buying $15K–50K on Dec 7, 2018.
- SLQD last closed at $49.76 on Oct 30, 2026.
SLQD insider trading
No open-market insider purchases or sales of SLQD were filed in the last 90 days.
Who owns SLQD? Hedge funds and superinvestors
49 13F filers hold SLQD among their 50 largest positions, worth $549.0M combined. The biggest bets by portfolio weight are LJI Wealth Management, LLC (11.5%), Wiser Wealth Management, Inc (5.3%) and Crews Bank & Trust (5.2%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| LJI Wealth Management, LLCWealth manager | 11.5% | $81.6M | 1,648,790 | +0.8% shares | Q3 2026 |
| World Investment AdvisorsInstitutional asset manager | 0.9% | $52.1M | 1,032,454 | +0.0% shares | Q2 2026 |
| Bramshill Investments, LLCAsset manager | 3.9% | $50.8M | 1,008,271 | +1.1% shares | Q2 2026 |
| Farmers & Merchants Investments IncAsset manager | 1.2% | $50.3M | 1,015,991 | +3.4% shares | Q3 2026 |
| Crews Bank & TrustBank & trust | 5.2% | $39.7M | 788,528 | +3.8% shares | Q2 2026 |
| Wiser Wealth Management, IncWealth manager | 5.3% | $29.0M | 585,596 | +14.8% shares | Q3 2026 |
| Creative Financial Designs Inc /advInvestment manager | 1.1% | $22.6M | 448,811 | -4.4% shares | Q2 2026 |
| Camden National BankBank & trust | 2.6% | $19.8M | 394,035 | +3.7% shares | Q2 2026 |
| Voisard Asset Management Group, Inc.Wealth manager | 3.5% | $18.7M | 377,463 | -4.2% shares | Q3 2026 |
| Colonial Trust AdvisorsWealth manager | 1.1% | $16.5M | 327,118 | +4.5% shares | Q2 2026 |
| Global Wealth Management Investment Advisory, Inc.Wealth manager | 2.0% | $13.9M | 275,433 | +3.9% shares | Q2 2026 |
| Waterloo Capital, L.P.Wealth manager | 0.7% | $12.9M | 256,252 | +5.9% shares | Q2 2026 |
| Integral Investment Advisors, Inc.Wealth manager | 2.8% | $12.6M | 250,728 | +9.3% shares | Q2 2026 |
| Colonial Trust Co / SCBank & trust | 1.3% | $10.1M | 199,884 | +3.8% shares | Q2 2026 |
| LaSalle St. Investment Advisors, LLCWealth manager | 1.0% | $8.5M | 168,013 | +5.1% shares | Q2 2026 |
| Sierra Capital LLCWealth manager | 0.8% | $8.0M | 158,336 | -1.4% shares | Q2 2026 |
| Ndwm LLCWealth manager | 4.4% | $7.6M | 150,111 | +16.6% shares | Q2 2026 |
| Saiph Capital, LLCWealth manager | 2.2% | $7.2M | 143,690 | -3.9% shares | Q2 2026 |
| Ifrah Financial Services, Inc.Wealth manager | 1.7% | $6.8M | 136,920 | +1.9% shares | Q3 2026 |
| IPG Investment Advisors LLCInstitutional asset manager | 0.9% | $6.0M | 119,283 | — | Q2 2026 |
| Alterna Wealth Management, IncWealth manager | 3.3% | $5.9M | 119,759 | +0.1% shares | Q3 2026 |
| JGP Wealth Management, LLCWealth manager | 0.5% | $5.7M | 114,515 | — | Q3 2026 |
| JT Stratford LLCWealth manager | 0.6% | $5.2M | 103,157 | +2.0% shares | Q2 2026 |
| River Wealth Advisors LLCWealth manager | 0.5% | $4.7M | 93,812 | -9.0% shares | Q2 2026 |
| DecisionPoint Financial, LLCAsset manager | 0.8% | $4.5M | 91,498 | -4.6% shares | Q3 2026 |
| Trail Ridge Investment Advisors, LLCWealth manager | 1.8% | $4.3M | 85,954 | +4.4% shares | Q3 2026 |
| Rosenberg Matthew HamiltonInvestment manager | 0.7% | $4.0M | 81,426 | -2.8% shares | Q3 2026 |
| Townsend Financial Planning, LLCWealth manager | 3.3% | $3.8M | 75,379 | +5.4% shares | Q2 2026 |
| Rockbridge Investment Management, LCCAsset manager | 0.2% | $3.0M | 60,349 | -0.0% shares | Q2 2026 |
| Sugar Maple Asset Management, LLCWealth manager | 1.7% | $2.9M | 58,778 | -5.4% shares | Q3 2026 |
The 30 largest of 49 positions, by value. Each manager counts with its latest 13F (Q3 2026: 21, Q2 2026: 27, Q1 2026: 1). Screen SLQD in the grand portfolio →
SLQD stock trades by members of Congress
Members of Congress have disclosed 2 SLQD trades since 2018, 2 purchases and 0 sales in the past year; the latest was Thomas MacArthur (R-NJ), buying $15K–50K on Dec 7, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | Dec 7, 2018 | +0.9% |
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Dec 7, 2018 | +0.9% |
SLQD questions and answers
Are insiders buying SLQD stock?
No open-market insider purchases or sales of SLQD were filed in the last 90 days.
Which hedge funds own SLQD?
49 13F filers hold SLQD among their 50 largest positions, worth $549.0M combined. The biggest bets by portfolio weight are LJI Wealth Management, LLC (11.5%), Wiser Wealth Management, Inc (5.3%) and Crews Bank & Trust (5.2%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
Has Congress traded SLQD?
Members of Congress have disclosed 2 SLQD trades since 2018, 2 purchases and 0 sales in the past year; the latest was Thomas MacArthur (R-NJ), buying $15K–50K on Dec 7, 2018.
Who is the largest holder of SLQD?
Among 13F filers, LJI Wealth Management, LLC reports the largest SLQD position, $81.6M (1,648,790 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is LJI Wealth Management, LLC's: 11.5% of its portfolio.
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