Addison Advisors LLC Ishares 0 5 Year Investment Gr Transaction History

Addison Advisors LLC

$364 Million
Q2 2025

A detailed history of Addison Advisors LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Addison Advisors LLC holds 413 shares of SLQD stock, worth $20,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares

413

Holding current value

$20,939

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$49.79 - $50.59 $20,563 - $20,893	413 New	413 $20,000

Others Institutions Holding SLQD

# of Institutions

265

Shares Held

31.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.26M
Shares

$114 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

2.05M
Shares

$104 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$62.2 Million
0.02% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.12M
Shares

$56.8 Million
9.87% of portfolio
Ubs Group Ag

1.1M
Shares

$56 Million
0.01% of portfolio

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 Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.

Account