Monument Capital Management Ishares 0 5 Year Investment Gr Transaction History

Monument Capital Management

$358 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 16, 2020	SELL	$49.8 - $52.12 $1.58 Million - $1.66 Million	-31,787 Closed	0 $0
Q1 2020 Apr 14, 2020	BUY	$45.15 - $51.71 $164,932 - $188,896	3,653 Added 12.98%	31,787 $1.59 Million
Q4 2019 Jan 14, 2020	BUY	$50.91 - $51.22 $152,119 - $153,045	2,988 Added 11.88%	28,134 $1.44 Million
Q3 2019 Oct 21, 2019	BUY	$50.71 - $51.24 $24,543 - $24,800	484 Added 1.96%	25,146 $1.29 Million
Q2 2019 Jul 23, 2019	BUY	$50.23 - $50.97 $422,735 - $428,963	8,416 Added 51.8%	24,662 $1.25 Million
Q1 2019 Apr 10, 2019	BUY	$49.47 - $50.51 $188,480 - $192,443	3,810 Added 30.64%	16,246 $820,000
Q4 2018 Jan 15, 2019	BUY	$49.2 - $49.57 $275,864 - $277,938	5,607 Added 82.11%	12,436 $616,000
Q3 2018 Nov 13, 2018	BUY	$49.51 - $49.81 $22,180 - $22,314	448 Added 7.02%	6,829 $339,000
Q3 2018 Oct 11, 2018	BUY	$49.51 - $49.81 $315,923 - $317,837	6,381 New	6,381 $317,000

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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