Number of Shares
215,265.00
Current Holdings Value*
$10.82 Mil
% of Portfolio
3.45%
Total Estimate Gain
$314,762.19
% of Total Estimate Gain
1.98%

INTEGRAL INVESTMENT ADVISORS, INC.'s iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary

As of 2025-03-31, INTEGRAL INVESTMENT ADVISORS, INC. held 215,265.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $10.82 Mil. This investment constitutes 3.45% of their stock portfolio, and INTEGRAL INVESTMENT ADVISORS, INC. now holds 0.49% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.

The initial trade took place in 2022Q2. And since then INTEGRAL INVESTMENT ADVISORS, INC. has made 11 purchases of SLQD, at an average price of $48.68, for a total of 326,478.00 shares. In addition, there have been 1 sales at an average price of $48.11 for 111,213.00 shares. Based on historical transaction data and SLQD's current price of $50.44, INTEGRAL INVESTMENT ADVISORS, INC.'s estimated gain on his SLQD holdings is $314,762.19, reflecting a 1.98% gain to date.

INTEGRAL INVESTMENT ADVISORS, INC. SLQD ($50.44) Holding Chart

INTEGRAL INVESTMENT ADVISORS, INC. SLQD ($50.44) 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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