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Ishares Tr 0-5yr invt gr cp shares owned by Beaird Harris Wealth Management

Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Beaird Harris Wealth Management from 13F filings

Historical chart of Beaird Harris Wealth Management investment in Ishares Tr 0-5yr invt gr cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr invt gr cp held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 21k 49.74
2024-09-30 $1.1M 22k 50.43

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Beaird Harris Wealth Management

Top funds holding Ishares Tr 0-5yr invt gr cp

Morgan Stanley
Life Planning Partners
UBS Group
LJI Wealth Management
Raymond James Financial
Farmers & Merchants Investment
LPL Financial
Raymond James Financial Services Advisors
Pensionmark Financial Group
Allspring Global Investments Holdings
Ameriprise Financial
MAI Wealth Advisors
Bank of America Corporation
Greenup Street Wealth Management
Crews Bank & Trust

View all funds holding Ishares Tr 0-5yr invt gr cp