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Ishares Tr Ibonds 1-5 Yr shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Ishares Tr Ibonds 1-5 Yr (LDRC) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in Ishares Tr Ibonds 1-5 Yr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Ibonds 1-5 Yr held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Ibonds 1-5 Yr by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $356k 14k 25.25

More positions owned by Steel Peak Wealth Management

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Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
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Advanced Micro Devices (AMD)
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View all positions for Steel Peak Wealth Management

Top funds holding Ishares Tr Ibonds 1-5 Yr

Hm Payson & Co
Northwestern Mutual Wealth Management Company
HighTower Advisors
Garrett Investment Advisors
Integrated Wealth Concepts
Spinnaker Investment Group
Steel Peak Wealth Management
Citadel Advisors
International Assets Investment Management
Bank Of Montreal
Wells Fargo & Company
Morgan Stanley
Atlantic Trust

View all funds holding Ishares Tr Ibonds 1-5 Yr