Life Planning Partners, Inc Ishares 0 5 Year Investment Gr Transaction History

Life Planning Partners, Inc

$129 Million
Q3 2025

A detailed history of Life Planning Partners, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Life Planning Partners, Inc holds 35,987 shares of SLQD stock, worth $1.82 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

35,987

Previous 31,237 15.21%

Holding current value

$1.82 Million

Previous $1.58 Million 15.76%

% of portfolio

1.42%

Previous 1.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$50.29 - $50.86 $238,877 - $241,585	4,750 Added 15.21%	35,987 $1.83 Million
Q2 2025 Jul 21, 2025	BUY	$49.79 - $50.59 $142,050 - $144,333	2,853 Added 10.05%	31,237 $1.58 Million
Q1 2025 Apr 17, 2025	SELL	$49.6 - $50.28 $37,596 - $38,112	-758 Reduced 2.6%	28,384 $1.43 Million
Q4 2024 Feb 12, 2025	SELL	$49.58 - $50.28 $70.4 Million - $71.4 Million	-1,420,376 Reduced 97.99%	29,142 $1.45 Million
Q4 2024 Jan 29, 2025	BUY	$49.58 - $50.28 $70.4 Million - $71.4 Million	1,420,107 Added 4828.49%	1,449,518 $72.1 Million

Q3 2024 Oct 29, 2024	BUY	$49.07 - $50.44 $22,621 - $23,252	461 Added 1.59%	29,411 $1.48 Million
Q2 2024 Jul 30, 2024	SELL	$48.75 - $49.28 $72,783 - $73,575	-1,493 Reduced 4.9%	28,950 $1.43 Million
Q1 2024 May 01, 2024	SELL	$48.97 - $49.36 $5,141 - $5,182	-105 Reduced 0.34%	30,443 $1.5 Million
Q4 2023 Jan 19, 2024	SELL	$47.66 - $49.2 $139,834 - $144,352	-2,934 Reduced 8.76%	30,548 $1.5 Million
Q3 2022 Oct 13, 2022	SELL	$47.28 - $49.07 $217,488 - $225,722	-4,600 Reduced 12.08%	33,482 $0
Q2 2022 Jul 20, 2022	SELL	$47.87 - $49.29 $235,999 - $242,999	-4,930 Reduced 11.46%	38,082 $1.84 Million
Q1 2022 Apr 25, 2022	SELL	$49.19 - $51.02 $154,259 - $159,998	-3,136 Reduced 6.8%	43,012 $2.13 Million
Q4 2021 Feb 11, 2022	BUY	$50.99 - $51.69 $2.35 Million - $2.39 Million	46,148 New	46,148 $2.36 Million

Others Institutions Holding SLQD

# of Institutions

267

Shares Held

32M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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Life Planning Partners, Inc Ishares 0 5 Year Investment Gr Transaction History