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 Q2	$6.28M	Buy	78,525 +2,212	+3%	+$177K	3.03%	9
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 New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Topel & Distasi Wealth Management's HYG Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.9% in Q2 2026, buying an estimated $177K and bringing the position to 78,525 shares worth $6.28M. The position accounts for 3.03% of the portfolio, ranked #9.

Topel & Distasi Wealth Management first reported a position in HYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.35M in Q3 2024. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Topel & Distasi Wealth Management held 78,525 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6.28M as of Q2 2026.
Topel & Distasi Wealth Management bought 2,212 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $177K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 3.03% of Topel & Distasi Wealth Management's portfolio in Q2 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 19 quarters since.
Topel & Distasi Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.35M in Q3 2024.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.