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Topel & Distasi Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Topel & Distasi Wealth Management’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.04M Buy
136,122
+4,923
+4% +$182K 2.43% 12
2026
Q1 		$4.83M Buy
131,199
+4,636
+4% +$173K 2.5% 11
2025
Q4 		$4.73M Buy
126,563
+12,416
+11% +$465K 2.31% 13
2025
Q3 		$4.31M Buy
114,147
+6,116
+6% +$229K 2.13% 14
2025
Q2 		$4.05M Sell
108,031
-66,882
-38% -$2.45M 2.12% 13
2025
Q1 		$6.44M Sell
174,913
-15,714
-8% -$583K 3.01% 10
2024
Q4 		$7.01M Buy
190,627
+2,196
+1% +$81.7K 3% 10
2024
Q3 		$7.09M Buy
188,431
+4,017
+2% +$148K 2.94% 11
2024
Q2 		$6.69M Buy
184,414
+1,984
+1% +$71.7K 2.94% 11
2024
Q1 		$6.68M Buy
182,430
+27,246
+18% +$990K 2.95% 11
2023
Q4 		$5.64M Buy
155,184
+8,060
+5% +$283K 2.68% 12
2023
Q3 		$5.11M Sell
147,124
-3,613
-2% -$127K 2.68% 13
2023
Q2 		$5.32M Buy
150,737
+1,099
+0.7% +$38.5K 2.68% 13
2023
Q1 		$5.32M Buy
149,638
+8,932
+6% +$314K 2.78% 12
2022
Q4 		$4.86M Sell
140,706
-410
-0.3% -$14.2K 2.72% 12
2022
Q3 		$4.88M Sell
141,116
-802
-0.6% -$28.5K 2.69% 13
2022
Q2 		$4.91M Buy
141,918
+4,843
+4% +$178K 2.84% 11
2022
Q1 		$5.33M Buy
137,075
+9,018
+7% +$356K 2.23% 17
2021
Q4 		$5.28M Buy
+128,057
New +$5.27M 2.15% 16

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Topel & Distasi Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.8% in Q2 2026, buying an estimated $182K and bringing the position to 136,122 shares worth $5.04M. The position accounts for 2.43% of the portfolio, ranked #12.

Topel & Distasi Wealth Management first reported a position in USHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.09M in Q3 2024. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Topel & Distasi Wealth Management held 136,122 shares of iShares Broad USD High Yield Corporate Bond ETF worth $5.04M as of Q2 2026.
  • Topel & Distasi Wealth Management bought 4,923 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $182K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 2.43% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $7.09M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD 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.