Ishares Tr broad usd high shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Ishares Tr broad usd high
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All positions including Ishares Tr broad usd high held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr broad usd high by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 114k | 37.78 |
| 2025-06-30 | $4.1M | 108k | 37.51 |
| 2025-03-31 | $6.4M | 175k | 36.81 |
| 2024-12-31 | $7.0M | 191k | 36.79 |
| 2024-09-30 | $7.1M | 188k | 37.65 |
| 2024-06-30 | $6.7M | 184k | 36.28 |
| 2024-03-31 | $6.7M | 182k | 36.59 |
| 2023-12-31 | $5.6M | 155k | 36.35 |
| 2023-09-30 | $5.1M | 147k | 34.71 |
| 2023-06-30 | $5.3M | 151k | 35.30 |
| 2023-03-31 | $5.3M | 150k | 35.55 |
| 2022-12-31 | $4.9M | 141k | 34.53 |
| 2022-09-30 | $4.9M | 141k | 34.57 |
| 2022-06-30 | $4.9M | 142k | 34.62 |
| 2022-03-31 | $5.3M | 137k | 38.86 |
| 2021-12-31 | $5.3M | 128k | 41.19 |
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