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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

All positions including Ishares Tr 0-5yr invt gr cp held by Whalen Wealth Management 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 56k 49.25

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Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Short Treas Bd (SHV)
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Amazon (AMZN)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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View all positions for Whalen Wealth Management

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

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

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