Wiser Wealth Management, Inc SLQD Holdings History
Wiser Wealth Management, Inc's iShares 0-5 Year Investment Grade Corporate Bond E Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 389,788.00 shares of iShares 0-5 Year Investment Grade Corporate Bond E(SLQD), totaling $19.60 Mil. This investment constitutes 5.5% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0.88% of the outstanding iShares 0-5 Year Investment Grade Corporate Bond E(SLQD) stock.
The initial trade took place in 2023Q1. And since then Wiser Wealth Management, Inc has made 9 purchases of SLQD, at an average price of $48.26, for a total of 389,788.00 shares. Based on historical transaction data and SLQD's current price of $50.31, Wiser Wealth Management, Inc's estimated gain on his SLQD holdings is $796,653.12, reflecting a 4.23% gain to date.
Wiser Wealth Management, Inc SLQD ($50.31) Holding Chart
Wiser Wealth Management, Inc SLQD ($50.31) 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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