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

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

Historical chart of Townsend 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 Townsend 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 Townsend Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 72k 50.49

More positions owned by Townsend Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Total (IXUS)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for Townsend 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
MAI Wealth Advisors
Pensionmark Financial Group
Bramshill Investments
Farmers & Merchants Investment
Ameriprise Financial
Royal Bank of Canada
Crews Bank & Trust
Raymond James Financial
Bank of America Corporation
GFS Advisors

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