ISHARES TR

Ticker: SLQD CUSIP: 46434V100 Class: 0-5YR INVT GR CP

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

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

Q4 2024
Shares 4,894 Value ($000) $243 Avg Close Range
Q3 2024
Shares 4,894 Value ($000) $247 Avg Close Range
Q2 2024
Shares 5,629 Value ($000) $277 Avg Close Range
Q1 2024
Shares 5,629 Value ($000) $277 Avg Close Range
Q4 2023
Shares 5,447 Value ($000) $268 Avg Close Range
Q3 2023
Shares 5,447 Value ($000) $261 Avg Close Range
Q2 2023
Shares 5,850 Value ($000) $282 Avg Close Range
Q1 2023
Shares 5,767 Value ($000) $280 Avg Close Range
Q4 2022
Shares 6,521 Value ($000) $312 Avg Close Range
Q3 2022
Shares 6,375 Value ($000) $304 Avg Close Range
Q1 2022
Shares 70,946 Value ($000) $3,502 Avg Close Range
Q4 2021
Shares 70,180 Value ($000) $3,583 Avg Close Range