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Ishares Tr 0-5yr invt gr cp shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2k 43 50.72

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Visa Com Cl A (V)

View all positions for Mowery & Schoenfeld Wealth Management

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

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

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