Fonville Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 52,992 shares of SLQD stock, worth $2.67 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

52,992

Previous 46,901 12.99%

Holding current value

$2.67 Million

Previous $2.33 Billion 14.39%

% of portfolio

0.79%

Previous 0.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$49.6 - $50.28 $302,113 - $306,255	6,091 Added 12.99%	52,992 $2.67 Billion
Q4 2024 Jan 28, 2025	BUY	$49.58 - $50.28 $381,171 - $386,552	7,688 Added 19.61%	46,901 $2.33 Billion
Q3 2024 Oct 28, 2024	BUY	$49.07 - $50.44 $46,371 - $47,665	945 Added 2.47%	39,213 $1.98 Billion
Q2 2024 Jul 30, 2024	SELL	$48.75 - $49.28 $6,240 - $6,307	-128 Reduced 0.33%	38,268 $1.88 Billion
Q1 2024 Apr 26, 2024	BUY	$48.97 - $49.36 $69,194 - $69,745	1,413 Added 3.82%	38,396 $1.89 Billion
Q4 2023 Jan 31, 2024	BUY	$47.66 - $49.2 $1.76 Million - $1.82 Million	36,983 New	36,983 $1.82 Billion

Others Institutions Holding SLQD

# of Institutions

258

Shares Held

28.3M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Fonville Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History