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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $661K | Buy |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $300K | Buy |
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