Calton & Associates »

Ishares Tr 0-5yr invt gr cp shares owned by Calton & Associates

Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Ishares Tr 0-5yr invt gr cp

20182019202020212022202320242025250k300k350k50005500600065007000
Value ($)Share countHistorical SLQD position of Calton & Associates Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr invt gr cp held by Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $265k 5.3k 49.74
2022-12-31 $228k 4.8k 47.86
2017-12-31 $347k 6.9k 50.09

More positions owned by Calton & Associates

Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Mega Cap Index (MGC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Health Car Etf (VHT)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Select Sector Spdr Tr Technology (XLK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Calton & Associates

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

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

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