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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
2024-09-30 $2.5M 50k 50.43
2024-06-30 $2.8M 56k 49.25

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

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

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

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