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

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

Historical chart of Capital 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 Capital 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 Capital Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 32k 50.49

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Spdr Series Trust State Street Spd (SPYM)
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Ishares Tr Core S&p Mcp Etf (IJH)
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
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JPMorgan Chase & Co. (JPM)
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Spdr Series Trust State Street Spd (SPAB)
Johnson & Johnson (JNJ)
Ssga Active Etf Tr State Street Dou (TOTL)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Capital Financial Group

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
Royal Bank of Canada
Crews Bank & Trust
Raymond James Financial
Bank of America Corporation
GFS Advisors

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