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Topel & Distasi Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Topel & Distasi Wealth Management’s Portfolio HYXF Stock Details HYXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$875K Buy
18,729
+812
+5% +$37.9K 0.42% 35
2026
Q1 		$830K Sell
17,917
-1,595
-8% -$74.9K 0.43% 38
2025
Q4 		$922K Buy
19,512
+1,266
+7% +$59.7K 0.45% 37
2025
Q3 		$866K Buy
18,246
+107
+0.6% +$5.06K 0.43% 38
2025
Q2 		$862K Buy
18,139
+869
+5% +$40.3K 0.45% 37
2025
Q1 		$800K Buy
17,270
+2,952
+21% +$137K 0.37% 50
2024
Q4 		$661K Buy
14,318
+191
+1% +$8.92K 0.28% 55
2024
Q3 		$669K Buy
14,127
+666
+5% +$30.8K 0.28% 55
2024
Q2 		$608K Buy
13,461
+46
+0.3% +$2.07K 0.27% 55
2024
Q1 		$613K Buy
13,415
+2,666
+25% +$121K 0.27% 55
2023
Q4 		$489K Buy
10,749
+217
+2% +$9.48K 0.23% 56
2023
Q3 		$455K Buy
10,532
+958
+10% +$42K 0.24% 55
2023
Q2 		$422K Hold
9,574
– – 0.21% 58
2023
Q1 		$425K Buy
9,574
+2,764
+41% +$122K 0.22% 57
2022
Q4 		$294K Buy
6,810
+68
+1% +$2.94K 0.16% 63
2022
Q3 		$292K Sell
6,742
-31
-0.5% -$1.39K 0.16% 65
2022
Q2 		$295K Buy
6,773
+605
+10% +$27.7K 0.17% 61
2022
Q1 		$300K Buy
+6,168
New +$305K 0.13% 68

Other funds holding HYXF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Topel & Distasi Wealth Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 4.5% in Q2 2026, buying an estimated $37.9K and bringing the position to 18,729 shares worth $875K. The position accounts for 0.42% of the portfolio, ranked #35.

Topel & Distasi Wealth Management first reported a position in HYXF in Q1 2022 and has held it in 18 quarters since. The position peaked at $922K in Q4 2025. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

  • Topel & Distasi Wealth Management held 18,729 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $875K as of Q2 2026.
  • Topel & Distasi Wealth Management bought 812 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $37.9K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.42% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $922K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares ESG Advanced 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.