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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

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Quarterly 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