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Ishares Tr 0-5yr invt gr cp shares owned by Adalta Capital Management

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

Historical chart of Adalta Capital Management 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 Adalta Capital Management 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 Adalta Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 7.8k 50.83

More positions owned by Adalta Capital Management

Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Blackstone Group Inc Com Cl A (BX)
Brookfield Corp F Class A Cl A Ltd Vt Sh (BN)
Home Depot (HD)
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)
Qualcomm (QCOM)
PhenixFin Corporation (PFX)
Union Pacific Corporation (UNP)
American Express Company (AXP)
Merck & Co (MRK)
Markel Corporation (MKL)
MercadoLibre (MELI)
Arch Capital Group Ord (ACGL)
Weyerhaeuser Co REIT Com New (WY)

View all positions for Adalta Capital Management

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

Morgan Stanley
Allspring Global Investments Holdings
LJI Wealth Management
UBS Group
LPL Financial
Farmers & Merchants Investment
Pensionmark Financial Group
Bramshill Investments
MAI Wealth Advisors
Ameriprise Financial
Greenup Street Wealth Management
Voisard Asset Management Group
Raymond James Financial
Crews Bank & Trust
Royal Bank of Canada

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