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Ishares Tr 0-5yr invt gr cp shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $400k 8.0k 49.74
2024-09-30 $407k 8.1k 50.43
2024-06-30 $354k 7.2k 49.25
2024-03-31 $0 0 0.00

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

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

Morgan Stanley
Life Planning Partners
UBS Group
LJI Wealth Management
Raymond James Financial
Farmers & Merchants Investment
LPL Financial
Raymond James Financial Services Advisors
Pensionmark Financial Group
Allspring Global Investments Holdings
Ameriprise Financial
MAI Wealth Advisors
Bank of America Corporation
Greenup Street Wealth Management
Crews Bank & Trust

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