Number of Shares
739,636.00
Current Holdings Value*
$37.42 Mil
% of Portfolio
9.65%
Total Estimate Gain
$360,247.88
% of Total Estimate Gain
0.98%

VOISARD ASSET MANAGEMENT GROUP, INC.'s iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary

As of 2025-06-30, VOISARD ASSET MANAGEMENT GROUP, INC. held 739,636.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $37.42 Mil. This investment constitutes 9.65% of their stock portfolio, and VOISARD ASSET MANAGEMENT GROUP, INC. now holds 1.64% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.

The initial trade took place in 2024Q3. And since then VOISARD ASSET MANAGEMENT GROUP, INC. has made 4 purchases of SLQD, at an average price of $49.95, for a total of 739,636.00 shares. Based on historical transaction data and SLQD's current price of $50.44, VOISARD ASSET MANAGEMENT GROUP, INC.'s estimated gain on his SLQD holdings is $360,247.88, reflecting a 0.98% gain to date.

VOISARD ASSET MANAGEMENT GROUP, INC. SLQD ($50.44) Holding Chart

VOISARD ASSET MANAGEMENT GROUP, 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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