ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 126,563 Value ($000) $4,733 Avg Close — Range —
Q3 2025
Shares 114,147 Value ($000) $4,312 Avg Close — Range —
Q2 2025
Shares 108,031 Value ($000) $4,052 Avg Close — Range —
Q1 2025
Shares 174,913 Value ($000) $6,439 Avg Close — Range —
Q4 2024
Shares 190,627 Value ($000) $7,013 Avg Close — Range —
Q3 2024
Shares 188,431 Value ($000) $7,094 Avg Close — Range —
Q2 2024
Shares 184,414 Value ($000) $6,691 Avg Close — Range —
Q1 2024
Shares 182,430 Value ($000) $6,675 Avg Close — Range —
Q4 2023
Shares 155,184 Value ($000) $5,641 Avg Close — Range —
Q3 2023
Shares 147,124 Value ($000) $5,107 Avg Close — Range —
Q2 2023
Shares 150,737 Value ($000) $5,321 Avg Close — Range —
Q1 2023
Shares 149,638 Value ($000) $5,320 Avg Close — Range —
Q4 2022
Shares 140,706 Value ($000) $4,859 Avg Close — Range —
Q3 2022
Shares 141,116 Value ($000) $4,878 Avg Close — Range —
Q2 2022
Shares 141,918 Value ($000) $4,913 Avg Close — Range —
Q1 2022
Shares 137,075 Value ($000) $5,327 Avg Close — Range —
Q4 2021
Shares 128,057 Value ($000) $5,275 Avg Close — Range —