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Ishares Tr 0-5yr invt gr cp shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 444 49.22
2023-12-31 $22k 444 49.20
2023-09-30 $73k 1.5k 47.99
2023-06-30 $49k 1.0k 48.21

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

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

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