Topel & Distasi Wealth Management, LLC
Position in HYXF — iShares ESG Advanced High Yield Corporate Bond ETF
CIK 1880087
BERKELEY, CA
All Filings in HYXF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HYXF | $829,772 | 17,917 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 HYXF | $922,078 | 19,512 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 HYXF | $866,411 | 18,246 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 HYXF | $861,602 | 18,139 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 HYXF | $799,773 | 17,270 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 HYXF | $661,420 | 14,318 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 HYXF | $668,842 | 14,127 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 HYXF | $608,033 | 13,461 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 HYXF | $612,931 | 13,415 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 HYXF | $488,789 | 10,749 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 HYXF | $454,877 | 10,532 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 HYXF | $422,021 | 9,574 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 HYXF | $424,798 | 9,574 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 HYXF | $294,328 | 6,810 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 HYXF | $284,242 | 6,742 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 HYXF | $294,896 | 6,773 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 HYXF | $299,703 | 6,168 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||