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Carroll Financial Associates’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$92K Hold
1,779
– – ﹤0.01% 546
2021
Q3 		$93K Buy
1,779
+255
+17% +$13.4K 0.01% 554
2021
Q2 		$80K Buy
+1,524
New +$79.5K ﹤0.01% 650

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carroll Financial Associates's HYXF Position: Q4 2021 in Review

Carroll Financial Associates held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q4 2021 at 1,779 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Carroll Financial Associates first reported a position in HYXF in Q2 2021 and has held it in 3 quarters since. The position peaked at $93K in Q3 2021. 51 funds tracked by Wall St. Rank hold HYXF as of Q4 2021.

  • Carroll Financial Associates held 1,779 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $92K as of Q4 2021.
  • Carroll Financial Associates left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q4 2021.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #546 holding.
  • Carroll Financial Associates first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • Carroll Financial Associates's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $93K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.