Ishares Tr 0-5yr invt gr cp shares owned by Wealthspan Partners
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners 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 Wealthspan Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Wealthspan Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $310k | 6.3k | 49.20 |
2023-09-30 | $316k | 6.6k | 48.00 |
2023-06-30 | $364k | 7.6k | 48.21 |
2023-03-31 | $369k | 7.6k | 48.48 |
2022-12-31 | $439k | 9.2k | 47.86 |
2022-09-30 | $726k | 15k | 47.37 |
2022-06-30 | $428k | 8.8k | 48.47 |
2022-03-31 | $807k | 16k | 49.35 |
2021-12-31 | $1.2M | 23k | 51.04 |