Wiser Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History

Wiser Wealth Management, Inc

$353 Million
Q1 2025

A detailed history of Wiser Wealth Management, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 389,788 shares of SLQD stock, worth $19.6 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares

389,788

Previous 371,727 4.86%

Holding current value

$19.6 Million

Previous $18.5 Million 5.95%

% of portfolio

5.54%

Previous 5.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$49.6 - $50.28 $895,825 - $908,107	18,061 Added 4.86%	389,788 $19.6 Million
Q4 2024 Jan 14, 2025	BUY	$49.58 - $50.28 $746,426 - $756,965	15,055 Added 4.22%	371,727 $18.5 Million
Q3 2024 Oct 03, 2024	BUY	$49.07 - $50.44 $189,999 - $195,303	3,872 Added 1.1%	356,672 $18 Million
Q2 2024 Jul 22, 2024	BUY	$48.75 - $49.28 $1.11 Million - $1.12 Million	22,718 Added 6.88%	352,800 $17.4 Million
Q1 2024 Apr 19, 2024	BUY	$48.97 - $49.36 $725,441 - $731,219	14,814 Added 4.7%	330,082 $16.2 Million
Q4 2023 Jan 05, 2024	BUY	$47.66 - $49.2 $1.11 Million - $1.14 Million	23,224 Added 7.95%	315,268 $15.5 Million
Q3 2023 Oct 19, 2023	BUY	$47.89 - $48.35 $439,390 - $443,611	9,175 Added 3.24%	292,044 $14 Million
Q2 2023 Aug 01, 2023	BUY	$48.08 - $48.64 $184,002 - $186,145	3,827 Added 1.37%	282,869 $13.6 Million
Q1 2023 May 05, 2023	BUY	$47.6 - $48.55 $13.3 Million - $13.5 Million	279,042 New	279,042 $13.5 Million

Others Institutions Holding SLQD

# of Institutions

261

Shares Held

29.9M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Wiser Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History