Colonial Trust Advisors SLQD Holdings History
Colonial Trust Advisors's iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2025-03-31, Colonial Trust Advisors held 256,394.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $12.89 Mil. This investment constitutes 1.15% of their stock portfolio, and Colonial Trust Advisors now holds 0.58% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2022Q3. And since then Colonial Trust Advisors has made 9 purchases of SLQD, at an average price of $48.58, for a total of 265,768.00 shares. In addition, there have been 2 sales at an average price of $47.46 for 9,374.00 shares. Based on historical transaction data and SLQD's current price of $50.36, Colonial Trust Advisors's estimated gain on his SLQD holdings is $445,448.25, reflecting a 3.45% gain to date.
Colonial Trust Advisors SLQD ($50.36) Holding Chart
Colonial Trust Advisors SLQD ($50.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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