Avior 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
Q1 | – | Sell |
-3,491
| Closed | -$161K | – | 1476 |
|
|
2024
Q4 | $161K | Buy |
3,491
+73
| +2% | +$3.37K | 0.01% | 763 |
|
|
2024
Q3 | $162K | Buy |
3,418
+54
| +2% | +$2.56K | 0.01% | 752 |
|
|
2024
Q2 | $152K | Buy |
3,364
+56
| +2% | +$2.53K | 0.01% | 750 |
|
|
2024
Q1 | $151K | Buy |
+3,308
| New | +$151K | 0.01% | 790 |
|
|
2020
Q1 | – | Sell |
-9,696
| Closed | -$506K | – | 831 |
|
|
2019
Q4 | $506K | Sell |
9,696
-1,178
| -11% | -$61.5K | 0.08% | 223 |
|
|
2019
Q3 | $564K | Buy |
+10,874
| New | +$564K | 0.1% | 194 |
|