TDWM
Topel & Distasi Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,894
| Closed | -$243K | – | 79 |
|
|
2024
Q4 | $243K | Hold |
4,894
| – | – | 0.1% | 70 |
|
|
2024
Q3 | $247K | Sell |
4,894
-735
| -13% | -$37.1K | 0.1% | 73 |
|
|
2024
Q2 | $277K | Hold |
5,629
| – | – | 0.12% | 69 |
|
|
2024
Q1 | $277K | Buy |
5,629
+182
| +3% | +$8.96K | 0.12% | 68 |
|
|
2023
Q4 | $268K | Hold |
5,447
| – | – | 0.13% | 66 |
|
|
2023
Q3 | $261K | Sell |
5,447
-403
| -7% | -$19.3K | 0.14% | 66 |
|
|
2023
Q2 | $282K | Buy |
5,850
+83
| +1% | +$4K | 0.14% | 66 |
|
|
2023
Q1 | $280K | Sell |
5,767
-754
| -12% | -$36.6K | 0.15% | 66 |
|
|
2022
Q4 | $312K | Buy |
6,521
+146
| +2% | +$6.99K | 0.17% | 62 |
|
|
2022
Q3 | $304K | Buy |
+6,375
| New | +$304K | 0.17% | 63 |
|
|
2022
Q2 | – | Sell |
-70,946
| Closed | -$3.5M | – | 68 |
|
|
2022
Q1 | $3.5M | Buy |
70,946
+766
| +1% | +$37.8K | 1.47% | 27 |
|
|
2021
Q4 | $3.58M | Buy |
+70,180
| New | +$3.58M | 1.46% | 29 |
|