OFC FINANCIAL PLANNING, LLC SLQD Holdings History
OFC FINANCIAL PLANNING, LLC's iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 34,207.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $1.72 Mil. This investment constitutes 1.95% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0.08% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $49.97 for 19,364.00 shares. Based on historical transaction data and SLQD's current price of $50.52, OFC FINANCIAL PLANNING, LLC's estimated gain on his SLQD holdings is $22,028.11, reflecting a 0.82% gain to date.
OFC FINANCIAL PLANNING, LLC SLQD ($50.52) Holding Chart
OFC FINANCIAL PLANNING, LLC SLQD ($50.52) 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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