AE Wealth Management »

Ishares Tr 0-5yr invt gr cp shares owned by AE Wealth Management

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

Historical chart of AE Wealth 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 232k 49.21
2023-09-30 $23M 483k 48.00
2023-06-30 $23M 468k 48.21
2023-03-31 $23M 471k 48.48
2022-12-31 $29M 613k 47.86
2022-09-30 $29M 606k 47.40
2022-06-30 $20M 406k 48.46
2022-03-31 $19M 383k 49.36
2021-12-31 $17M 342k 51.05
2021-09-30 $13M 256k 51.68
2021-06-30 $16M 314k 51.83
2021-03-31 $10M 197k 51.78
2020-12-31 $3.8M 73k 52.22
2020-09-30 $3.5M 67k 52.11
2020-06-30 $3.3M 64k 52.11
2020-03-31 $2.7M 53k 50.14
2019-12-31 $3.2M 62k 51.04
2019-09-30 $2.6M 50k 51.15
2019-06-30 $2.8M 55k 50.98
2019-03-31 $1.3M 25k 50.45