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Topel & Distasi Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Topel & Distasi Wealth Management’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$36.7K 0.1% 73
2024
Q2 		$277K Hold
5,629
– – 0.12% 69
2024
Q1 		$277K Buy
5,629
+182
+3% +$8.94K 0.12% 68
2023
Q4 		$268K Hold
5,447
– – 0.13% 66
2023
Q3 		$261K Sell
5,447
-403
-7% -$19.4K 0.14% 66
2023
Q2 		$282K Buy
5,850
+83
+1% +$4.01K 0.14% 66
2023
Q1 		$280K Sell
5,767
-754
-12% -$36.3K 0.15% 66
2022
Q4 		$312K Buy
6,521
+146
+2% +$6.95K 0.17% 62
2022
Q3 		$304K Buy
+6,375
New +$309K 0.17% 63
2022
Q2 		– Sell
-70,946
Closed -$3.5M – 68
2022
Q1 		$3.5M Buy
70,946
+766
+1% +$38.4K 1.47% 27
2021
Q4 		$3.58M Buy
+70,180
New +$3.6M 1.46% 29

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Topel & Distasi Wealth Management's SLQD Position: Q1 2025 in Review

Topel & Distasi Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 4,894 shares — an estimated $243K sold.

Topel & Distasi Wealth Management first reported a position in SLQD in Q4 2021 and held it in 12 quarters. The position peaked at $3.58M in Q4 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

  • Topel & Distasi Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 4,894 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $243K.
  • Topel & Distasi Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Topel & Distasi Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.58M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.