CFG Wealth Management Services »

Ishares Tr 0-5yr invt gr cp shares owned by CFG Wealth Management Services

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

Historical chart of CFG Wealth Management Services 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 CFG Wealth Management Services 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 CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $162k 3.2k 50.49
2025-12-31 $162k 3.2k 50.70

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

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