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

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

Historical chart of Win Advisors 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 Win Advisors 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 20k 50.37

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Vanguard Wellington Us Momentum (VFMO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
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Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Conv Etf (CWB)
Sandisk Corp (SNDK)

View all positions for Win Advisors

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

Morgan Stanley
Allspring Global Investments Holdings
LJI Wealth Management
MAI Wealth Advisors
LPL Financial
UBS Group
Pensionmark Financial Group
Bramshill Investments
Farmers & Merchants Investment
Royal Bank of Canada
Raymond James Financial
Crews Bank & Trust
Bank of America Corporation
Wiser Wealth Management
Ameriprise Financial

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