Kelman-Lazarov Inc’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
2023 Q2	–	Sell	-341,515	Closed	-$16.6M	–	99
2023 Q1	$16.6M	Buy	341,515 +5,405	+2%	+$262K	4.3%	7
2022 Q4	$16.1M	Buy	+336,110	New	+$16.1M	4.53%	7