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Clearstead Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Clearstead Advisors’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
2022
Q4 		– Sell
-2,149
Closed -$91K – 1348
2022
Q3 		$91K Buy
+2,149
New +$96.2K 0.01% 495

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HWMA
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SWM
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AWM
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VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
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Clearstead Advisors's HYXF Position: Q4 2022 in Review

Clearstead Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2022, closing a stake of 2,149 shares — an estimated $91K sold.

Clearstead Advisors first reported a position in HYXF in Q3 2022 and held it in 1 quarter. The position peaked at $91K in Q3 2022. 56 funds tracked by Wall St. Rank hold HYXF as of Q4 2022.

  • Clearstead Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 2,149 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2022, an estimated $91K.
  • Clearstead Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Clearstead Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $91K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.