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Ishares Tr 0-5yr invt gr cp shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 42k 49.20
2023-09-30 $2.0M 41k 48.00
2023-06-30 $2.4M 50k 48.21
2023-03-31 $2.9M 59k 48.48
2022-12-31 $1.1M 23k 47.86

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

UBS Group
Farmers & Merchants Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Allspring Global Investments Holdings
Pensionmark Financial Group
Royal Bank of Canada
Tiaa Trust, National Association
Allianz Asset Management
Williams Financial
HighTower Advisors
Advisor Group Holdings
Probity Advisors
Wiser Wealth Management
Creative Financial Designs

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