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

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

Historical chart of Boreal 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 Boreal 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 Boreal Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $255k 5.1k 50.37

More positions owned by Boreal Capital Management

Nvidia Corporation Equities (NVDA)
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Ishares Tr Fixed Income (IEF)
Microsoft Corp Equities (MSFT)
Alphabet Equities (GOOGL)
Broadcom Equities (AVGO)
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Select Sector Spdr Tr Equities (XLK)
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View all positions for Boreal 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
MAI Wealth Advisors
Pensionmark Financial Group
Bramshill Investments
Farmers & Merchants Investment
Ameriprise Financial
Crews Bank & Trust
Royal Bank of Canada
Raymond James Financial
Bank of America Corporation
Voisard Asset Management Group

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