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Ishares Tr 0-5yr invt gr cp shares owned by Ofc Financial Planning

Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Ofc Financial Planning from 13F filings

Historical chart of Ofc Financial Planning 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 Ofc Financial Planning 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 Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 33k 50.83
2025-06-30 $1.7M 33k 50.59
2025-03-31 $1.7M 34k 50.28
2024-12-31 $2.7M 54k 49.74

More positions owned by Ofc Financial Planning

Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
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First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Ofc Financial Planning

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