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Ishares Tr 0-5yr invt gr cp shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group 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 Atomi Financial Group 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 Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $644k 13k 50.43
2024-06-30 $1.3M 26k 49.25
2024-03-31 $1.4M 29k 49.22
2023-12-31 $1.4M 29k 49.20

More positions owned by Atomi Financial Group

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Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Atomi Financial Group

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

Morgan Stanley
Farmers & Merchants Investment
Raymond James Financial Services Advisors
LJI Wealth Management
Pensionmark Financial Group
LPL Financial
Bank of America Corporation
Allspring Global Investments Holdings
Tiaa Trust, National Association
Royal Bank of Canada
Allianz Asset Management
Williams Financial
Creative Financial Designs
Wiser Wealth Management
Greenup Street Wealth Management

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