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Ishares Tr 0-5yr invt gr cp shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.5M 92k 49.25
2024-03-31 $1.0M 21k 49.22

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

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

Morgan Stanley
Farmers & Merchants Investment
Raymond James Financial Services Advisors
LJI Wealth Management
Pensionmark Financial Group
LPL Financial
Bank of America Corporation
Allspring Global Investments Holdings
Tiaa Trust, National Association
Royal Bank of Canada
Allianz Asset Management
Williams Financial
Creative Financial Designs
Wiser Wealth Management
Greenup Street Wealth Management

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