Ishares Tr 0-5yr invt gr cp shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Ishares Tr 0-5yr invt gr cp
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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $291k | 5.8k | 50.43 |
| 2024-06-30 | $298k | 6.1k | 49.25 |
| 2024-03-31 | $329k | 6.7k | 49.22 |
| 2023-12-31 | $329k | 6.7k | 49.20 |
| 2023-09-30 | $321k | 6.7k | 48.00 |
| 2023-06-30 | $322k | 6.7k | 48.21 |
| 2023-03-31 | $391k | 8.1k | 48.48 |
| 2022-12-31 | $395k | 8.2k | 47.86 |
| 2022-09-30 | $402k | 8.5k | 47.37 |
| 2022-06-30 | $541k | 11k | 48.46 |
| 2022-03-31 | $639k | 13k | 49.34 |
| 2021-12-31 | $661k | 13k | 51.05 |
| 2021-09-30 | $613k | 12k | 51.69 |
| 2021-06-30 | $454k | 8.8k | 51.88 |