iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US46434V1008

SecuritySLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership59,654 shares
Latest Disclosed Value $ 3,011,930
IFP Advisors, Inc reports 8.25% increase in ownership of SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 59,654 shares of iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF (US:SLQD) valued at $3,011,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 55,107 shares of iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF. This represents a change in shares of 8.25% during the quarter. The current value of the position is $2,990,455 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR mc 46434V100 59,654 4,547 8.25 3,012 7.81 0.0625
2026-02-06 2025-12-31 13F ISHARES TR mc 46434V100 55,107 933 1.72 2,794 1.45 0.0627
2026-02-06 2025-09-30 13F/A-1 ISHARES TR 0-5YR INVT GR CP mc 46434V100 54,174 5,574 11.47 2,754 12.00 0.0715
2025-12-02 2025-09-30 13F ISHARES TR 0-5YR INVT GR CP mc 46434V100 54,182 5,582 2,754 0.0710
2025-07-24 2025-06-30 13F I mc 46434V100 48,600 30,803 173.08 2,459 174.94 0.0699
2025-05-05 2025-03-31 13F ISHARES TR mc 46434V100 17,797 17,797 895 0.0276
2023-08-14 2023-06-30 13F/A-1 ISHARES TR mc 46434V100 0 -700 -100.00 0 -100.00
2023-08-04 2023-06-30 13F ISHARES TR mc 46434V100 0 -700 0
2023-04-18 2023-03-31 13F ISHARES TR mc 46434V100 700 -5,570 -88.84 35 0.0015
2023-02-07 2022-12-31 13F ISHARES TR mc 46434V100 6,270 3,352 114.87 0 -100.00 0.0083
2022-11-08 2022-09-30 13F ISHARES TR mc 46434V100 2,918 407 16.21 144 16.13 0.0038
2022-09-06 2022-06-30 13F/A-1 ISHARES TR mc 46434V100 2,511 0 0.00 124 0.00 0.0040
2022-09-06 2022-03-31 13F/A-1 ISHARES TR mc 46434V100 2,511 1,352 116.65 124 110.17 0.0040
2022-08-08 2022-03-31 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,159 0 57 0.0012
2022-01-12 2021-12-31 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,159 -7 -0.60 59 -3.28 0.0012
2021-10-06 2021-09-30 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,166 6 0.52 61 0.00 0.0012
2021-07-13 2021-06-30 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,160 13 1.13 61 1.67 0.0013
2021-04-30 2021-03-31 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,147 10 0.88 60 0.00 0.0012
2021-01-25 2020-12-31 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,137 125 12.35 60 13.21 0.0024
2020-10-29 2020-09-30 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,012 38 3.90 53 3.92 0.0032
2020-08-05 2020-06-30 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 974 -862 -46.95 51 -43.96 0.0040
2020-05-12 2020-03-31 13F ISHARES TR 05YR INVT GR CP CEF 46434V100 1,836 12 0.66 91 -2.15 0.0092
2020-01-17 2019-12-31 13F ISHARES TR 0-5YR INVT GR CP CEF 46434V100 1,824 888 94.87 93 93.75 0.0070
2019-11-07 2019-09-30 13F ISHARES TR 0-5YR INVT GR CP CEF 46434V100 936 936 48 0.0032
2019-05-15 2019-03-31 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 0 -529 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 529 204 62.77 26 62.50 0.0016
2019-01-23 2018-12-31 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 529 204 26 0.0016
2019-06-03 2018-09-30 13F/A-9 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 325 125 62.50 16 60.00 0.0007
2018-10-25 2018-09-30 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 325 125 16 0.0007
2019-06-03 2018-06-30 13F/A-8 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 0.00 10 0.00 0.0004
2018-08-07 2018-06-30 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 10
2019-06-03 2018-03-31 13F/A-7 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 0.00 10 0.00 0.0005
2018-05-09 2018-03-31 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 10
2019-06-03 2017-12-31 13F/A-6 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 0.00 10 0.00 0.0005
2018-01-24 2017-12-31 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 10
2017-10-30 2017-09-30 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 0.00 10 0.00 0.0004
2019-06-03 2017-06-30 13F/A-5 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 0.00 10 0.00 0.0004
2017-07-31 2017-06-30 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 0 10
2019-06-03 2017-03-31 13F/A-4 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 100 100.00 10 100.00 0.0004
2017-04-26 2017-03-31 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 200 100 10
2019-06-03 2016-12-31 13F/A-3 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 100 -5,368 -98.17 5 -98.20 0.0002
2017-02-14 2016-12-31 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 100 -5,368 5
2016-11-04 2016-09-30 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 5,468 414 8.19 278 7.75 0.0145
2019-06-03 2016-06-30 13F/A-2 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 5,054 -1,265 -20.02 258 -19.12 0.0144
2016-08-22 2016-06-30 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 5,054 -1,265 258
2016-05-02 2016-03-31 13F ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 6,319 6,319 319 0.0193
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.