Ishares Tr 0-5yr invt gr cp shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $247k | 4.9k | 50.39 |
| 2025-03-31 | $10M | 205k | 50.28 |
| 2024-12-31 | $636k | 13k | 49.74 |
| 2024-09-30 | $641k | 13k | 50.43 |
| 2024-06-30 | $651k | 13k | 49.25 |
| 2024-03-31 | $5.0M | 102k | 49.22 |
| 2023-12-31 | $4.8M | 97k | 49.20 |
| 2023-09-30 | $4.6M | 95k | 48.00 |
| 2023-06-30 | $4.4M | 92k | 48.21 |
| 2023-03-31 | $895k | 19k | 48.48 |
| 2022-12-31 | $1.1M | 23k | 47.86 |
| 2022-09-30 | $1.6M | 34k | 47.44 |
| 2022-06-30 | $1.2M | 26k | 48.44 |
| 2022-03-31 | $1.0M | 20k | 49.34 |