Ishares Tr 0-5yr invt gr cp shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in Ishares Tr 0-5yr invt gr cp
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All positions including Ishares Tr 0-5yr invt gr cp held by Fonville Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Fonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 56k | 50.83 |
| 2025-06-30 | $2.5M | 49k | 50.59 |
| 2025-03-31 | $2.7M | 53k | 50.36 |
| 2024-12-31 | $2.3M | 47k | 49.74 |
| 2024-09-30 | $2.0M | 39k | 50.43 |
| 2024-06-30 | $1.9M | 38k | 49.25 |
| 2024-03-31 | $1.9M | 38k | 49.22 |
| 2023-12-31 | $1.8M | 37k | 49.20 |
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