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

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

Historical chart of Gray Wealth 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 Gray Wealth 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 Gray Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $222k 4.5k 49.22
2023-12-31 $245k 5.0k 49.20
2023-09-30 $268k 5.6k 48.00
2023-06-30 $268k 5.6k 48.21
2023-03-31 $269k 5.5k 48.48

More positions owned by Gray Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard World Health Car Etf (VHT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Tips Bd Etf (TIP)
Procter & Gamble Company (PG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Gray Wealth Management

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
Creative Financial Designs
Wiser Wealth Management
Partners Capital Investment Group

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