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

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

Historical chart of Warren Averett 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 Warren Averett 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 95k 50.43
2024-06-30 $8.1M 164k 49.25
2024-03-31 $7.6M 155k 49.22

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

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