Ishares Tr 0-5yr invt gr cp shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Ishares Tr 0-5yr invt gr cp
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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 23k | 50.83 |
| 2025-06-30 | $1.1M | 23k | 50.59 |
| 2025-03-31 | $1.2M | 23k | 50.28 |
| 2024-12-31 | $1.2M | 24k | 49.74 |
| 2024-09-30 | $1.3M | 26k | 50.43 |
| 2024-06-30 | $1.3M | 26k | 49.25 |
| 2024-03-31 | $1.3M | 27k | 49.22 |
| 2023-09-30 | $1.5M | 30k | 47.99 |
| 2023-06-30 | $1.6M | 34k | 48.21 |
| 2023-03-31 | $2.2M | 45k | 48.48 |
| 2022-12-31 | $2.9M | 60k | 47.86 |
| 2022-09-30 | $3.5M | 74k | 47.40 |
| 2022-06-30 | $5.4M | 111k | 48.46 |
| 2022-03-31 | $6.6M | 134k | 49.36 |
More positions owned by Wescott Financial Advisory Group
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