One Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History

One Wealth Advisors, LLC

$730 Million
Q3 2025

A detailed history of One Wealth Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, One Wealth Advisors, LLC holds 15,795 shares of SLQD stock, worth $800,174. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,795

Previous 15,948 0.96%

Holding current value

$800,174

Previous $806,000 0.5%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$50.29 - $50.86 $7,694 - $7,781	-153 Reduced 0.96%	15,795 $802,000
Q2 2025 Jul 17, 2025	SELL	$49.79 - $50.59 $48,794 - $49,578	-980 Reduced 5.79%	15,948 $806,000
Q1 2025 May 06, 2025	BUY	$49.6 - $50.28 $839,628 - $851,139	16,928 New	16,928 $851,000
Q4 2022 Feb 14, 2023	BUY	$46.96 - $48.14 $136,137 - $139,557	2,899 New	2,899 $138,000
Q2 2022 Aug 15, 2022	BUY	$47.87 - $49.29 $201,484 - $207,461	4,209 New	4,209 $204,000

Q3 2021 Nov 15, 2021	SELL	$51.65 - $51.91 $1.39 Million - $1.4 Million	-26,904 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$51.69 - $51.96 $787,238 - $791,350	15,230 Added 130.46%	26,904 $1.39 Million
Q1 2021 May 17, 2021	BUY	$51.61 - $52.18 $602,495 - $609,149	11,674 New	11,674 $604,000

Others Institutions Holding SLQD

# of Institutions

266

Shares Held

32M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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One Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History