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Ishares Tr liquid inc etf shares owned by Wellington Wealth Strategies

Quarter-by-quarter ownership of Ishares Tr liquid inc etf (ICSH) shares owned by Wellington Wealth Strategies from 13F filings

Historical chart of Wellington Wealth Strategies investment in Ishares Tr liquid inc etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr liquid inc etf held by Wellington Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr liquid inc etf by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 109k 50.68
2024-03-31 $3.2M 63k 50.56
2023-12-31 $3.4M 67k 50.36
2020-12-31 $3.4M 67k 50.36

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Invesco S&p Smallcap 600rev Etf S&p Smallcap 600 (RWJ)
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Meta Platforms Inc Class A Cl A (META)
NVIDIA Corporation (NVDA)
Ishars Ultr Shrt Trm Bndactv Etf Blackrock Ultra (ICSH)
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Ishares Treasury Floatngrate Bd Etf TRS FLT RT BD (TFLO)
Jpmorgan Ultra Short Income Etf Ultra Shrt Etf (JPST)
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Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)

View all positions for Wellington Wealth Strategies

Top funds holding Ishares Tr liquid inc etf

Royal Bank of Canada
BlackRock
Bank of America Corporation
BlackRock
Wealth Enhancement Advisory Services
HPM Partners
Donaldson Capital Management
LPL Financial
Renaissance Technologies
Mariner Wealth Advisors
Diversified Portfolios
Envestnet Asset Management
CI Private Wealth
Acorns Advisers
Foster Dykema Cabot & Partners

View all funds holding Ishares Tr liquid inc etf