Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,257 shares of SLQD stock, worth $318,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,257

Previous 9,246 32.33%

Holding current value

$318,418

Previous $465 Million 31.91%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$49.79 - $50.59 $148,822 - $151,213	-2,989 Reduced 32.33%	6,257 $317 Million
Q1 2025 Apr 29, 2025	SELL	$49.6 - $50.28 $11,011 - $11,162	-222 Reduced 2.34%	9,246 $465 Million
Q4 2024 Feb 03, 2025	BUY	$49.58 - $50.28 $9,271 - $9,402	187 Added 2.01%	9,468 $471 Million
Q3 2024 Oct 30, 2024	BUY	$49.07 - $50.44 $18,548 - $19,066	378 Added 4.25%	9,281 $468 Million
Q2 2024 Jul 30, 2024	BUY	$48.75 - $49.28 $31,297 - $31,637	642 Added 7.77%	8,903 $438 Million
Q1 2024 May 07, 2024	SELL	$48.97 - $49.36 $15,376 - $15,499	-314 Reduced 3.66%	8,261 $407 Million
Q4 2023 Apr 15, 2024	BUY	$47.66 - $49.2 $408,684 - $421,890	8,575 New	8,575 $422 Million

Others Institutions Holding SLQD

# of Institutions

265

Shares Held

31.9M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History