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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr invt gr cp held by LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

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

UBS Group
Farmers & Merchants Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Allspring Global Investments Holdings
Pensionmark Financial Group
Royal Bank of Canada
Tiaa Trust, National Association
Allianz Asset Management
Williams Financial
HighTower Advisors
Advisor Group Holdings
Probity Advisors
Wiser Wealth Management
Creative Financial Designs

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