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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.3M | 45k | 50.73 |
| 2025-06-30 | $1.5M | 30k | 50.59 |
| 2025-03-31 | $971k | 19k | 50.28 |
| 2024-12-31 | $895k | 18k | 49.74 |
| 2024-09-30 | $623k | 12k | 50.43 |
| 2024-06-30 | $529k | 11k | 49.25 |