Ishares Tr 0-5yr invt gr cp shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Ishares Tr 0-5yr invt gr cp
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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 246k | 49.20 |
| 2023-09-30 | $12M | 253k | 48.00 |
| 2023-06-30 | $13M | 271k | 48.21 |
| 2023-03-31 | $12M | 254k | 48.48 |
| 2022-12-31 | $19M | 402k | 47.86 |
| 2022-09-30 | $20M | 424k | 47.40 |
| 2022-06-30 | $17M | 343k | 48.46 |
| 2022-03-31 | $15M | 307k | 49.36 |
| 2021-12-31 | $15M | 284k | 51.05 |
| 2021-09-30 | $14M | 265k | 51.68 |
| 2021-06-30 | $12M | 229k | 51.83 |
| 2021-03-31 | $9.4M | 181k | 51.78 |
| 2020-12-31 | $8.4M | 161k | 52.22 |