Balanced Rock Investment Advisors’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 | $2.94M | Buy |
61,981
+979
| +2% | +$46.5K | 2.31% | 12 |
|
|
2025
Q1 | $2.82M | Sell |
61,002
-1,684
| -3% | -$78K | 2.25% | 15 |
|
|
2024
Q4 | $2.9M | Buy |
62,686
+2,597
| +4% | +$120K | 2.29% | 14 |
|
|
2024
Q3 | $2.84M | Buy |
60,089
+1,649
| +3% | +$78.1K | 2.23% | 14 |
|
|
2024
Q2 | $2.64M | Buy |
58,440
+2,256
| +4% | +$102K | 2.22% | 14 |
|
|
2024
Q1 | $2.57M | Buy |
56,184
+11,276
| +25% | +$515K | 2.19% | 14 |
|
|
2023
Q4 | $2.04M | Buy |
+44,908
| New | +$2.04M | 1.81% | 16 |
|