AE 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 | $103K | Buy |
2,162
+197
| +10% | +$9.36K | ﹤0.01% | 1473 |
|
|
2025
Q1 | $91K | Sell |
1,965
-68
| -3% | -$3.15K | ﹤0.01% | 1465 |
|
|
2024
Q4 | $93.9K | Buy |
+2,033
| New | +$93.9K | ﹤0.01% | 1446 |
|
|
2023
Q2 | – | Sell |
-45,848
| Closed | -$2.03M | – | 1973 |
|
|
2023
Q1 | $2.03M | Buy |
45,848
+347
| +0.8% | +$15.4K | 0.01% | 789 |
|
|
2022
Q4 | $1.97M | Buy |
45,501
+4,226
| +10% | +$183K | 0.01% | 757 |
|
|
2022
Q3 | $1.74M | Buy |
41,275
+5,158
| +14% | +$217K | 0.01% | 746 |
|
|
2022
Q2 | $1.57M | Buy |
36,117
+2,922
| +9% | +$127K | 0.01% | 742 |
|
|
2022
Q1 | $1.61M | Buy |
33,195
+7,163
| +28% | +$348K | 0.01% | 756 |
|
|
2021
Q4 | $1.34M | Buy |
26,032
+4,377
| +20% | +$226K | 0.01% | 827 |
|
|
2021
Q3 | $1.13M | Buy |
21,655
+2,082
| +11% | +$109K | 0.01% | 827 |
|
|
2021
Q2 | $1.03M | Buy |
19,573
+3,581
| +22% | +$188K | 0.01% | 828 |
|
|
2021
Q1 | $832K | Buy |
15,992
+23
| +0.1% | +$1.2K | 0.01% | 832 |
|
|
2020
Q4 | $841K | Buy |
15,969
+732
| +5% | +$38.6K | 0.01% | 768 |
|
|
2020
Q3 | $776K | Buy |
15,237
+999
| +7% | +$50.9K | 0.01% | 705 |
|
|
2020
Q2 | $705K | Buy |
+14,238
| New | +$705K | 0.01% | 728 |
|