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Topel & Distasi Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Topel & Distasi Wealth Management’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.07M Sell
76,313
-62
-0.1% -$4.99K 3.14% 9
2025
Q4 		$6.16M Buy
76,375
+3,044
+4% +$245K 3.01% 9
2025
Q3 		$5.95M Buy
73,331
+427
+0.6% +$34.4K 2.94% 9
2025
Q2 		$5.88M Sell
72,904
-3,536
-5% -$279K 3.08% 9
2025
Q1 		$6.03M Sell
76,440
-2,637
-3% -$209K 2.82% 11
2024
Q4 		$6.22M Sell
79,077
-44
-0.1% -$3.49K 2.66% 12
2024
Q3 		$6.35M Buy
79,121
+820
+1% +$64.5K 2.63% 12
2024
Q2 		$6.04M Sell
78,301
-228
-0.3% -$17.5K 2.65% 12
2024
Q1 		$6.1M Buy
78,529
+2,728
+4% +$211K 2.7% 12
2023
Q4 		$5.87M Buy
75,801
+1,181
+2% +$88K 2.79% 11
2023
Q3 		$5.5M Buy
74,620
+2,028
+3% +$151K 2.88% 11
2023
Q2 		$5.45M Buy
72,592
+266
+0.4% +$19.9K 2.74% 12
2023
Q1 		$5.46M Buy
72,326
+2,687
+4% +$201K 2.85% 11
2022
Q4 		$5.13M Buy
69,639
+1,040
+2% +$76.7K 2.87% 11
2022
Q3 		$5.07M Buy
68,599
+1,092
+2% +$82.5K 2.8% 11
2022
Q2 		$4.97M Buy
67,507
+22,040
+48% +$1.71M 2.88% 10
2022
Q1 		$3.74M Buy
45,467
+2,325
+5% +$194K 1.57% 23
2021
Q4 		$3.75M Buy
+43,142
New +$3.74M 1.53% 26

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Topel & Distasi Wealth Management's HYG Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.08% in Q1 2026, selling an estimated $4.99K and leaving 76,313 shares worth $6.07M. The position accounts for 3.14% of the portfolio, ranked #9.

Topel & Distasi Wealth Management first reported a position in HYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.35M in Q3 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Topel & Distasi Wealth Management held 76,313 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6.07M as of Q1 2026.
  • Topel & Distasi Wealth Management sold 62 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.99K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 3.14% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.35M in Q3 2024.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.