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Ishares Tr 0-5yr invt gr cp shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $702k 14k 49.74
2024-09-30 $593k 12k 50.43
2024-03-31 $510k 10k 49.22
2023-12-31 $964k 20k 49.20

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

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

Ameriprise Financial
Life Planning Partners
UBS Group
LJI Wealth Management
Farmers & Merchants Investment
Raymond James Financial Services Advisors
Allspring Global Investments Holdings
Pensionmark Financial Group
LPL Financial
Bank of America Corporation
Greenup Street Wealth Management
Crews Bank & Trust
Allianz Asset Management
Tiaa Trust, National Association
Royal Bank of Canada

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