Ishares Tr 0-5yr invt gr cp shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Ishares Tr 0-5yr invt gr cp
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 118k | 50.83 |
| 2025-06-30 | $4.6M | 91k | 50.59 |
| 2025-03-31 | $4.9M | 98k | 50.28 |
| 2024-12-31 | $4.0M | 81k | 49.74 |
| 2024-09-30 | $2.5M | 50k | 50.43 |
| 2024-06-30 | $2.8M | 56k | 49.25 |