Montis Financial, LLC Ishares 0 5 Year Investment Gr Transaction History

Montis Financial, LLC

  • $338 Million
  • Q1 2025

A detailed history of Montis Financial, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Montis Financial, LLC holds 38,044 shares of SLQD stock, worth $1.92 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
38,044
Previous 46,565 18.3%
Holding current value
$1.92 Million
Previous $2.32 Million 17.44%
% of portfolio
0.57%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$49.6 - $50.28 $422,641 - $428,435
-8,521 Reduced 18.3%
38,044 $1.91 Million
Q4 2024

Feb 10, 2025
BUY
$49.58 - $50.28 $2.31 Million - $2.34 Million
46,565 New
46,565 $2.32 Million

Others Institutions Holding SLQD

# of Institutions
261
Shares Held
29.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
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