Topel & Distasi Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $243K | Hold |
|
|||||
|
2024
Q3 | $247K | Sell |
|
|||||
|
2024
Q2 | $277K | Hold |
|
|||||
|
2024
Q1 | $277K | Buy |
|
|||||
|
2023
Q4 | $268K | Hold |
|
|||||
|
2023
Q3 | $261K | Sell |
|
|||||
|
2023
Q2 | $282K | Buy |
|
|||||
|
2023
Q1 | $280K | Sell |
|
|||||
|
2022
Q4 | $312K | Buy |
|
|||||
|
2022
Q3 | $304K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $3.5M | Buy |
|
|||||
|
2021
Q4 | $3.58M | Buy |
|