Whalen Wealth Management Inc. SLQD Holdings History
Whalen Wealth Management Inc.'s iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 98,345.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $4.94 Mil. This investment constitutes 3.3% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.22% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2024Q2. And since then Whalen Wealth Management Inc. has made 3 purchases of SLQD, at an average price of $49.46, for a total of 105,002.00 shares. In addition, there have been 1 sales at an average price of $49.89 for 6,657.00 shares. Based on historical transaction data and SLQD's current price of $50.51, Whalen Wealth Management Inc.'s estimated gain on his SLQD holdings is $106,342.70, reflecting a 2.05% gain to date.
Whalen Wealth Management Inc. SLQD ($50.51) Holding Chart
Whalen Wealth Management Inc. SLQD ($50.51) 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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