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Ishares Tr 0-5yr invt gr cp shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in Ishares Tr 0-5yr invt gr cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr invt gr cp held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-03-31 $321k 6.5k 49.22
2023-12-31 $240k 4.9k 49.20

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Top funds holding Ishares Tr 0-5yr invt gr cp

UBS Group
Farmers & Merchants Investment
Raymond James Financial Services Advisors
Bank of America Corporation
LPL Financial
Allspring Global Investments Holdings
Pensionmark Financial Group
Royal Bank of Canada
Tiaa Trust, National Association
Allianz Asset Management
Williams Financial
Creative Financial Designs
Wiser Wealth Management
Advisor Group Holdings
Greenup Street Wealth Management

View all funds holding Ishares Tr 0-5yr invt gr cp