ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 102,588 Value ($000) $11,304 Avg Close — Range —
Q3 2025
Shares 94,736 Value ($000) $10,560 Avg Close — Range —
Q2 2025
Shares 90,585 Value ($000) $9,929 Avg Close — Range —
Q1 2025
Shares 92,533 Value ($000) $10,057 Avg Close — Range —
Q4 2024
Shares 97,478 Value ($000) $10,415 Avg Close — Range —
Q3 2024
Shares 94,480 Value ($000) $10,674 Avg Close — Range —
Q2 2024
Shares 93,814 Value ($000) $10,049 Avg Close — Range —
Q1 2024
Shares 93,092 Value ($000) $10,140 Avg Close — Range —
Q4 2023
Shares 78,022 Value ($000) $8,634 Avg Close — Range —
Q3 2023
Shares 71,354 Value ($000) $7,280 Avg Close — Range —
Q2 2023
Shares 69,009 Value ($000) $7,463 Avg Close — Range —
Q1 2023
Shares 67,864 Value ($000) $7,439 Avg Close — Range —
Q4 2022
Shares 64,475 Value ($000) $6,798 Avg Close — Range —
Q3 2022
Shares 63,419 Value ($000) $6,598 Avg Close — Range —
Q2 2022
Shares 65,682 Value ($000) $7,227 Avg Close — Range —
Q1 2022
Shares 72,329 Value ($000) $8,747 Avg Close — Range —
Q4 2021
Shares 69,697 Value ($000) $9,236 Avg Close — Range —