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Ishares Tr 0-5yr invt gr cp shares owned by Williams Financial

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

Historical chart of Williams Financial 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 Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 375k 49.22
2022-12-31 $8.4M 176k 47.86
2022-06-30 $17M 346k 48.46

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Lockheed Martin Corporation (LMT)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
SYSCO Corporation (SYY)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Williams Financial

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

UBS Group
Farmers & Merchants Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Allspring Global Investments Holdings
Pensionmark Financial Group
Royal Bank of Canada
Tiaa Trust, National Association
Allianz Asset Management
Williams Financial
HighTower Advisors
Advisor Group Holdings
Probity Advisors
Creative Financial Designs
Wiser Wealth Management

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