Beaird Harris Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,132	Closed	-$1.05M	–	531
2024 Q4	$1.05M	Sell	21,132 -523	-2%	-$26K	0.09%	63
2024 Q3	$1.09M	Buy	+21,655	New	+$1.09M	0.1%	61