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

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

Historical chart of JGP 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 JGP 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 JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $623k 12k 50.43
2024-06-30 $529k 11k 49.25

More positions owned by JGP Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Automatic Data Processing (ADP)
PNC Financial Services (PNC)
Analog Devices (ADI)
Ishares Tr Core Div Grwth (DGRO)
Amgen (AMGN)
Quest Diagnostics Incorporated (DGX)
Tractor Supply Company (TSCO)
Nextera Energy (NEE)
Lennar Corp Cl A (LEN)

View all positions for JGP Wealth Management

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

Morgan Stanley
Farmers & Merchants Investment
Raymond James Financial Services Advisors
LJI Wealth Management
Pensionmark Financial Group
LPL Financial
Bank of America Corporation
Allspring Global Investments Holdings
Tiaa Trust, National Association
Royal Bank of Canada
Allianz Asset Management
Williams Financial
Creative Financial Designs
Wiser Wealth Management
Greenup Street Wealth Management

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