Atria Wealth Solutions’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 | – | Sell |
-38,150
| Closed | -$1.77M | – | 1670 |
|
|
2025
Q1 | $1.77M | Buy |
38,150
+19,025
| +99% | +$881K | 0.02% | 671 |
|
|
2024
Q4 | $883K | Sell |
19,125
-271
| -1% | -$12.5K | 0.01% | 965 |
|
|
2024
Q3 | $918K | Buy |
19,396
+4
| +0% | +$189 | 0.01% | 935 |
|
|
2024
Q2 | $876K | Buy |
19,392
+5
| +0% | +$226 | 0.01% | 942 |
|
|
2024
Q1 | $886K | Buy |
19,387
+3
| +0% | +$137 | 0.01% | 961 |
|
|
2023
Q4 | $881K | Buy |
19,384
+5
| +0% | +$227 | 0.01% | 916 |
|
|
2023
Q3 | $837K | Buy |
19,379
+104
| +0.5% | +$4.49K | 0.01% | 887 |
|
|
2023
Q2 | $850K | Buy |
19,275
+250
| +1% | +$11K | 0.01% | 911 |
|
|
2023
Q1 | $844K | Hold |
19,025
| – | – | 0.01% | 858 |
|
|
2022
Q4 | $822K | Hold |
19,025
| – | – | 0.01% | 846 |
|
|
2022
Q3 | $802K | Buy |
+19,025
| New | +$802K | 0.01% | 801 |
|
|
2022
Q2 | – | Sell |
-19,025
| Closed | -$924K | – | 1721 |
|
|
2022
Q1 | $924K | Buy |
+19,025
| New | +$924K | 0.02% | 768 |
|