Montis Financial, LLC Ishares 0 5 Year Investment Gr Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Montis Financial, LLC holds 22,379 shares of SLQD stock, worth $1.13 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
22,379
Previous 29,249 23.49%
Holding current value
$1.13 Million
Previous $1.48 Million 23.12%
% of portfolio
0.26%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$50.29 - $50.86 $345,492 - $349,408
-6,870 Reduced 23.49%
22,379 $1.14 Million
Q2 2025

Jul 17, 2025
SELL
$49.79 - $50.59 $437,903 - $444,939
-8,795 Reduced 23.12%
29,249 $1.48 Million
Q1 2025

May 02, 2025
SELL
$49.6 - $50.28 $422,641 - $428,435
-8,521 Reduced 18.3%
38,044 $1.91 Million
Q4 2024

Feb 10, 2025
BUY
$49.58 - $50.28 $2.31 Million - $2.34 Million
46,565 New
46,565 $2.32 Million

Others Institutions Holding SLQD

# of Institutions
266
Shares Held
32M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
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