Topel & Distasi Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
18,139
+869
| +5% | +$41.3K | 0.45% | 37 |
|
|
2025
Q1 | $800K | Buy |
17,270
+2,952
| +21% | +$137K | 0.37% | 50 |
|
|
2024
Q4 | $661K | Buy |
14,318
+191
| +1% | +$8.82K | 0.28% | 55 |
|
|
2024
Q3 | $669K | Buy |
14,127
+666
| +5% | +$31.5K | 0.28% | 55 |
|
|
2024
Q2 | $608K | Buy |
13,461
+46
| +0.3% | +$2.08K | 0.27% | 55 |
|
|
2024
Q1 | $613K | Buy |
13,415
+2,666
| +25% | +$122K | 0.27% | 55 |
|
|
2023
Q4 | $489K | Buy |
10,749
+217
| +2% | +$9.87K | 0.23% | 56 |
|
|
2023
Q3 | $455K | Buy |
10,532
+958
| +10% | +$41.4K | 0.24% | 55 |
|
|
2023
Q2 | $422K | Hold |
9,574
| – | – | 0.21% | 58 |
|
|
2023
Q1 | $425K | Buy |
9,574
+2,764
| +41% | +$123K | 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% | -$1.34K | 0.16% | 65 |
|
|
2022
Q2 | $295K | Buy |
6,773
+605
| +10% | +$26.4K | 0.17% | 61 |
|
|
2022
Q1 | $300K | Buy |
+6,168
| New | +$300K | 0.13% | 68 |
|