Creative Financial Designs’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Creative Financial Designs’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
2023 Q3	–	Sell	-41	Closed	-$1.79K	–	1530
2023 Q2	$1.79K	Buy	41 +1	+3%	+$44	﹤0.01%	1324
2023 Q1	$1.77K	Hold	40	–	–	﹤0.01%	1268
2022 Q4	$1.71K	Buy	40 +1	+3%	+$43	﹤0.01%	1169
2022 Q3	$2K	Sell	39 -89	-70%	-$3.98K	﹤0.01%	1166
2022 Q2	$6K	Buy	128 +46	+56%	+$2.11K	﹤0.01%	969
2022 Q1	$4K	Buy	82 +15	+22%	+$742	﹤0.01%	1075
2021 Q4	$3K	Sell	67 -10	-13%	-$517	﹤0.01%	1085
2021 Q3	$4K	Hold	77	–	–	﹤0.01%	1193
2021 Q2	$4K	Hold	77	–	–	﹤0.01%	1216
2021 Q1	$4K	Buy	+77	New	+$4.02K	﹤0.01%	1103

Other funds holding HYXF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Creative Financial Designs's HYXF Position: Q3 2023 in Review

Creative Financial Designs sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q3 2023, closing a stake of 41 shares — an estimated $1.79K sold.

Creative Financial Designs first reported a position in HYXF in Q1 2021 and held it in 10 quarters. The position peaked at $6K in Q2 2022. 54 funds tracked by Wall St. Rank hold HYXF as of Q3 2023.

Creative Financial Designs reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 41 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2023, an estimated $1.79K.
Creative Financial Designs first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Creative Financial Designs's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $6K in Q2 2022.
54 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.