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Ishares Tr 0-5yr invt gr cp shares owned by Family Asset Management

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

Historical chart of Family Asset 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 Family Asset 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7k 55 49.20
2023-09-30 $204k 4.2k 48.00
2023-06-30 $205k 4.2k 48.21
2023-03-31 $206k 4.2k 48.48
2022-12-31 $203k 4.2k 47.86

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Family Asset 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
LPL Financial
LJI Wealth Management
Bank of America Corporation
Allspring Global Investments Holdings
Royal Bank of Canada
Tiaa Trust, National Association
Pensionmark Financial Group
Allianz Asset Management
Williams Financial
Creative Financial Designs

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