Congress Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
|
|||||
|
2025
Q1 | $545K | Buy |
|
|||||
|
2024
Q4 | $485K | Sell |
|
|||||
|
2024
Q3 | $595K | Buy |
|
|||||
|
2024
Q2 | $561K | Buy |
|
|||||
|
2024
Q1 | $552K | Sell |
|
|||||
|
2023
Q4 | $552K | Buy |
|
|||||
|
2023
Q3 | $463K | Buy |
|
|||||
|
2023
Q2 | $360K | Buy |
|
|||||
|
2023
Q1 | $351K | Buy |
|
|||||
|
2022
Q4 | $297K | Buy |
|
|||||
|
2022
Q3 | $233K | Buy |
|