Whalen Wealth Management Inc. Ishares 0 5 Year Investment Gr Transaction History

Whalen Wealth Management Inc.

$171 Billion
Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 117,930 shares of SLQD stock, worth $5.97 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

117,930

Previous 90,771 29.92%

Holding current value

$5.97 Million

Previous $4.59 Billion 30.54%

% of portfolio

3.5%

Previous 2.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$50.29 - $50.86 $1.37 Million - $1.38 Million	27,159 Added 29.92%	117,930 $5.99 Billion
Q2 2025 Aug 04, 2025	SELL	$49.79 - $50.59 $377,109 - $383,168	-7,574 Reduced 7.7%	90,771 $4.59 Billion
Q1 2025 Apr 22, 2025	BUY	$49.6 - $50.28 $858,576 - $870,346	17,310 Added 21.36%	98,345 $4.94 Billion
Q4 2024 Jan 17, 2025	BUY	$49.58 - $50.28 $1.55 Million - $1.57 Million	31,288 Added 62.89%	81,035 $4.03 Billion
Q3 2024 Nov 07, 2024	SELL	$49.07 - $50.44 $326,658 - $335,779	-6,657 Reduced 11.8%	49,747 $2.51 Billion

Q2 2024 Aug 01, 2024	BUY	$48.75 - $49.28 $2.75 Million - $2.78 Million	56,404 New	56,404 $2.78 Billion

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

Ticker SLQD
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Whalen Wealth Management Inc. Ishares 0 5 Year Investment Gr Transaction History