Ishares Tr 0-5yr invt gr cp shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage 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 Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.0M | 21k | 49.20 |
2022-12-31 | $4.8M | 100k | 47.86 |
2022-09-30 | $2.4M | 51k | 47.41 |
2022-06-30 | $2.2M | 45k | 48.46 |
2022-03-31 | $2.7M | 54k | 49.35 |
2021-09-30 | $2.1M | 41k | 51.68 |
2021-06-30 | $1.9M | 37k | 51.83 |
2021-03-31 | $1.5M | 29k | 51.77 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management