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

Beaird Harris Wealth Management’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,132
Closed -$1.05M – 532
2024
Q4 		$1.05M Sell
21,132
-523
-2% -$26.1K 0.09% 63
2024
Q3 		$1.09M Buy
+21,655
New +$1.08M 0.1% 61

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Beaird Harris Wealth Management's SLQD Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 21,132 shares — an estimated $1.05M sold.

Beaird Harris Wealth Management first reported a position in SLQD in Q3 2024 and held it in 2 quarters. The position peaked at $1.09M in Q3 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 21,132 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.05M.
  • Beaird Harris Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Beaird Harris Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.09M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.