Jgp Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Jgp Wealth Management, LLC

$938 Million
Q4 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 56,071 shares of SLQD stock, worth $2.84 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

56,071

Previous 44,648 25.58%

Holding current value

$2.84 Million

Previous $2.27 Million 25.17%

% of portfolio

0.3%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$50.59 - $50.93 $577,889 - $581,773	11,423 Added 25.58%	56,071 $2.84 Million
Q3 2025 Oct 15, 2025	BUY	$50.29 - $50.86 $761,239 - $769,867	15,137 Added 51.29%	44,648 $2.27 Million
Q2 2025 Jul 28, 2025	BUY	$49.79 - $50.59 $508,256 - $516,422	10,208 Added 52.88%	29,511 $1.49 Million
Q1 2025 Apr 08, 2025	BUY	$49.6 - $50.28 $65,422 - $66,319	1,319 Added 7.33%	19,303 $970,000
Q4 2024 Jan 14, 2025	BUY	$49.58 - $50.28 $279,482 - $283,428	5,637 Added 45.65%	17,984 $894,000

Q3 2024 Oct 09, 2024	BUY	$49.07 - $50.44 $78,413 - $80,603	1,598 Added 14.87%	12,347 $622,000
Q2 2024 Jul 12, 2024	BUY	$48.75 - $49.28 $524,013 - $529,710	10,749 New	10,749 $529,000

Others Institutions Holding SLQD

# of Institutions

268

Shares Held

32.3M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Jgp Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History