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Ishares Tr 0-5yr invt gr cp shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors 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 Portus Wealth Advisors 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 Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 45k 50.83

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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
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View all positions for Portus Wealth Advisors

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