Ishares Tr 0-5yr invt gr cp shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Ishares Tr 0-5yr invt gr cp
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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $268k | 5.4k | 49.20 |
| 2023-09-30 | $261k | 5.4k | 48.00 |
| 2023-06-30 | $282k | 5.9k | 48.21 |
| 2023-03-31 | $280k | 5.8k | 48.48 |
| 2022-12-31 | $312k | 6.5k | 47.86 |
| 2022-09-30 | $304k | 6.4k | 47.69 |
| 2022-03-31 | $3.5M | 71k | 49.36 |
| 2021-12-31 | $3.6M | 70k | 51.05 |
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