LJI Wealth Management, LLC SLQD Holdings History
LJI Wealth Management, LLC's iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 1.10 Mil shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $55.53 Mil. This investment constitutes 11.06% of their stock portfolio, and LJI Wealth Management, LLC now holds 2.51% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2022Q4. And since then LJI Wealth Management, LLC has made 9 purchases of SLQD, at an average price of $48.34, for a total of 1.10 Mil shares. Based on historical transaction data and SLQD's current price of $50.44, LJI Wealth Management, LLC's estimated gain on his SLQD holdings is $2.31 Mil, reflecting a 4.33% gain to date.
LJI Wealth Management, LLC SLQD ($50.44) Holding Chart
LJI Wealth Management, LLC 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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