ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 43,166 Value ($000) $3,575 Avg Close Range
Q3 2025
Shares 42,102 Value ($000) $3,493 Avg Close Range
Q2 2025
Shares 41,624 Value ($000) $3,449 Avg Close Range
Q1 2025
Shares 44,595 Value ($000) $3,689 Avg Close Range
Q4 2024
Shares 45,147 Value ($000) $3,701 Avg Close Range
Q3 2024
Shares 44,608 Value ($000) $3,709 Avg Close Range
Q2 2024
Shares 43,855 Value ($000) $3,581 Avg Close Range
Q1 2024
Shares 44,025 Value ($000) $3,600 Avg Close Range
Q4 2023
Shares 44,036 Value ($000) $3,613 Avg Close Range
Q3 2023
Shares 42,943 Value ($000) $3,477 Avg Close Range
Q2 2023
Shares 43,932 Value ($000) $3,562 Avg Close Range
Q1 2023
Shares 43,809 Value ($000) $3,599 Avg Close Range
Q4 2022
Shares 43,752 Value ($000) $3,551 Avg Close Range
Q3 2022
Shares 40,555 Value ($000) $3,292 Avg Close Range
Q2 2022
Shares 40,589 Value ($000) $3,360 Avg Close Range
Q1 2022
Shares 125,068 Value ($000) $10,424 Avg Close Range
Q4 2021
Shares 123,811 Value ($000) $10,591 Avg Close Range