Congress Wealth Management’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 | $653K | Buy |
13,742
+1,979
| +17% | +$94K | 0.01% | 838 |
|
|
2025
Q1 | $545K | Buy |
11,763
+1,266
| +12% | +$58.6K | 0.01% | 794 |
|
|
2024
Q4 | $485K | Sell |
10,497
-2,072
| -16% | -$95.7K | 0.01% | 649 |
|
|
2024
Q3 | $595K | Buy |
12,569
+152
| +1% | +$7.2K | 0.01% | 605 |
|
|
2024
Q2 | $561K | Buy |
12,417
+334
| +3% | +$15.1K | 0.01% | 520 |
|
|
2024
Q1 | $552K | Sell |
12,083
-62
| -0.5% | -$2.83K | 0.01% | 440 |
|
|
2023
Q4 | $552K | Buy |
12,145
+1,424
| +13% | +$64.8K | 0.01% | 453 |
|
|
2023
Q3 | $463K | Buy |
10,721
+2,560
| +31% | +$111K | 0.01% | 467 |
|
|
2023
Q2 | $360K | Buy |
8,161
+255
| +3% | +$11.2K | 0.01% | 461 |
|
|
2023
Q1 | $351K | Buy |
7,906
+1,034
| +15% | +$45.9K | 0.01% | 465 |
|
|
2022
Q4 | $297K | Buy |
6,872
+1,353
| +25% | +$58.5K | 0.01% | 481 |
|
|
2022
Q3 | $233K | Buy |
+5,519
| New | +$233K | 0.01% | 502 |
|