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Ishares Tr 0-5yr invt gr cp shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-12-31 $361k 7.1k 50.70

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Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
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NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (XAR)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for WESPAC Advisors SoCal

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

Allspring Global Investments Holdings
LJI Wealth Management
UBS Group
LPL Financial
Farmers & Merchants Investment
Pensionmark Financial Group
Bramshill Investments
MAI Wealth Advisors
Ameriprise Financial
Voisard Asset Management Group
Crews Bank & Trust
Raymond James Financial
Royal Bank of Canada
Financiere des Professionnels - Fonds d,investissement
Greenup Street Wealth Management

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