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

Dana Investment 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
2021
Q3 		– Sell
-8,070
Closed -$424K – 325
2021
Q2 		$424K Sell
8,070
-205
-2% -$10.7K 0.02% 267
2021
Q1 		$430K Buy
+8,275
New +$432K 0.02% 263

Other funds holding HYXF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
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
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dana Investment Advisors's HYXF Position: Q3 2021 in Review

Dana Investment Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q3 2021, closing a stake of 8,070 shares — an estimated $424K sold.

Dana Investment Advisors first reported a position in HYXF in Q1 2021 and held it in 2 quarters. The position peaked at $430K in Q1 2021. 43 funds tracked by Wall St. Rank hold HYXF as of Q3 2021.

  • Dana Investment Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Dana Investment Advisors sold 8,070 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2021, an estimated $424K.
  • Dana Investment Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Dana Investment Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $430K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2021.

Based on Dana Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.