Ishares Tr 0-5yr invt gr cp shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI 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 LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 1.2M | 50.83 |
| 2025-06-30 | $57M | 1.1M | 50.59 |
| 2025-03-31 | $56M | 1.1M | 50.28 |
| 2024-12-31 | $53M | 1.1M | 49.74 |
| 2024-09-30 | $45M | 891k | 50.43 |
| 2024-06-30 | $41M | 840k | 49.25 |
| 2024-03-31 | $38M | 773k | 49.22 |
| 2023-09-30 | $35M | 729k | 48.00 |
| 2023-06-30 | $34M | 711k | 48.21 |
| 2023-03-31 | $34M | 690k | 48.48 |
| 2022-12-31 | $32M | 668k | 47.86 |