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 $6 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

117,930

Previous 90,771 29.92%

Holding current value

$6 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

265

Shares Held

31.9M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Account

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