Topel & Distasi Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4M	Buy	104,452 +1,864	+2%	+$206K	5.88%	5
2025 Q4	$11.3M	Buy	102,588 +7,852	+8%	+$873K	5.52%	5
2025 Q3	$10.6M	Buy	94,736 +4,151	+5%	+$456K	5.21%	6
2025 Q2	$9.93M	Sell	90,585 -1,948	-2%	-$209K	5.2%	5
2025 Q1	$10.1M	Sell	92,533 -4,945	-5%	-$533K	4.7%	5
2024 Q4	$10.4M	Buy	97,478 +2,998	+3%	+$328K	4.46%	5
2024 Q3	$10.7M	Buy	94,480 +666	+0.7%	+$73.7K	4.42%	5
2024 Q2	$10M	Buy	93,814 +722	+0.8%	+$77.1K	4.42%	6
2024 Q1	$10.1M	Buy	93,092 +15,070	+19%	+$1.64M	4.48%	6
2023 Q4	$8.63M	Buy	78,022 +6,668	+9%	+$694K	4.1%	7
2023 Q3	$7.28M	Buy	71,354 +2,345	+3%	+$247K	3.82%	7
2023 Q2	$7.46M	Buy	69,009 +1,145	+2%	+$124K	3.75%	7
2023 Q1	$7.44M	Buy	67,864 +3,389	+5%	+$367K	3.88%	7
2022 Q4	$6.8M	Buy	64,475 +1,056	+2%	+$111K	3.81%	9
2022 Q3	$6.6M	Sell	63,419 -2,263	-3%	-$249K	3.64%	9
2022 Q2	$7.23M	Sell	65,682 -6,647	-9%	-$751K	4.18%	7
2022 Q1	$8.75M	Buy	72,329 +2,632	+4%	+$328K	3.66%	6
2021 Q4	$9.24M	Buy	+69,697	New	+$9.26M	3.77%	7