Avior Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Avior Wealth Management’s Portfolio HYXF Stock Details HYXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,491	Closed	-$161K	–	1474
2024 Q4	$161K	Buy	3,491 +73	+2%	+$3.41K	0.01%	763
2024 Q3	$162K	Buy	3,418 +54	+2%	+$2.5K	0.01%	752
2024 Q2	$152K	Buy	3,364 +56	+2%	+$2.52K	0.01%	750
2024 Q1	$151K	Buy	+3,308	New	+$150K	0.01%	790
2020 Q1	–	Sell	-9,696	Closed	-$506K	–	831
2019 Q4	$506K	Sell	9,696 -1,178	-11%	-$61.1K	0.08%	223
2019 Q3	$564K	Buy	+10,874	New	+$561K	0.1%	194

Other funds holding HYXF

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avior Wealth Management's HYXF Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2025, closing a stake of 3,491 shares — an estimated $161K sold.

Avior Wealth Management first reported a position in HYXF in Q3 2019 and held it in 6 quarters. The position peaked at $564K in Q3 2019. 68 funds tracked by Wall St. Rank hold HYXF as of Q1 2025.

Avior Wealth Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,491 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2025, an estimated $161K.
Avior Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Avior Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $564K in Q3 2019.
68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.