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Ishares Tr 0-5yr invt gr cp shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in Ishares Tr 0-5yr invt gr cp

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All positions including Ishares Tr 0-5yr invt gr cp held by L.m. Kohn & Company 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 L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 4.8k 50.83
2025-06-30 $289k 5.7k 50.59

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View all positions for L.m. Kohn & Company

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

Morgan Stanley
Allspring Global Investments Holdings
LJI Wealth Management
UBS Group
LPL Financial
Farmers & Merchants Investment
Pensionmark Financial Group
Bramshill Investments
MAI Wealth Advisors
Ameriprise Financial
Greenup Street Wealth Management
Voisard Asset Management Group
Raymond James Financial
Crews Bank & Trust
Royal Bank of Canada

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