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Ishares Tr 0-5yr invt gr cp shares owned by Secure Asset Management

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

Historical chart of Secure Asset 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 Secure Asset 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 5.2k 50.72
2025-06-30 $248k 4.9k 50.59
2025-03-31 $233k 4.6k 50.28

More positions owned by Secure Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Costco Wholesale Corporation (COST)

View all positions for Secure Asset Management

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