Topel & Distasi Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 94,736 shares of LQD stock, worth $10.4 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares
94,736
Previous 90,585 4.58%
Holding current value
$10.4 Million
Previous $9.93 Million 6.36%
% of portfolio
5.21%
Previous 5.21%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$107.66 - $112.36 $446,896 - $466,406
4,151 Added 4.58%
94,736 $10.6 Million
Q2 2025

Aug 07, 2025
SELL
$105.23 - $109.61 $204,988 - $213,520
-1,948 Reduced 2.11%
90,585 $9.93 Million
Q1 2025

May 09, 2025
SELL
$105.1 - $109.61 $519,719 - $542,021
-4,945 Reduced 5.07%
92,533 $10.1 Million
Q4 2024

Jan 30, 2025
BUY
$106.56 - $113.11 $319,466 - $339,103
2,998 Added 3.17%
97,478 $10.4 Million
Q3 2024

Nov 12, 2024
BUY
$106.11 - $113.72 $70,669 - $75,737
666 Added 0.71%
94,480 $10.7 Million
Q2 2024

Aug 09, 2024
BUY
$104.54 - $108.46 $75,477 - $78,308
722 Added 0.78%
93,814 $10 Million
Q1 2024

May 06, 2024
BUY
$106.98 - $110.63 $1.61 Million - $1.67 Million
15,070 Added 19.32%
93,092 $10.1 Million
Q4 2023

Jan 12, 2024
BUY
$98.28 - $111.36 $655,331 - $742,548
6,668 Added 9.34%
78,022 $8.63 Million
Q3 2023

Nov 06, 2023
BUY
$102.02 - $108.51 $239,236 - $254,455
2,345 Added 3.4%
71,354 $7.28 Million
Q2 2023

Aug 07, 2023
BUY
$106.02 - $110.43 $121,392 - $126,442
1,145 Added 1.69%
69,009 $7.46 Million
Q1 2023

May 12, 2023
BUY
$104.89 - $111.81 $355,472 - $378,924
3,389 Added 5.26%
67,864 $7.44 Million
Q4 2022

Jan 31, 2023
BUY
$99.2 - $110.03 $104,755 - $116,191
1,056 Added 1.67%
64,475 $6.8 Million
Q3 2022

Nov 21, 2022
SELL
$101.44 - $114.61 $229,558 - $259,362
-2,263 Reduced 3.45%
63,419 $6.6 Million
Q2 2022

Aug 05, 2022
SELL
$107.41 - $121.51 $713,954 - $807,676
-6,647 Reduced 9.19%
65,682 $7.23 Million
Q1 2022

Apr 21, 2022
BUY
$118.44 - $131.22 $311,734 - $345,371
2,632 Added 3.78%
72,329 $8.75 Million
Q4 2021

Feb 23, 2022
BUY
$130.98 - $134.88 $9.13 Million - $9.4 Million
69,697 New
69,697 $9.24 Million

Others Institutions Holding LQD

# of Institutions
1,261
Shares Held
279M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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  • Ticker LQD
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