DT Investment Partners’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

DT Investment Partners’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 Q4	–	Sell	-131	Closed	-$5.66K	–	475
2023 Q3	$5.66K	Hold	131	–	–	﹤0.01%	362
2023 Q2	$5.77K	Hold	131	–	–	﹤0.01%	367
2023 Q1	$5.73K	Buy	131 +33	+34%	+$1.45K	﹤0.01%	368
2022 Q4	$4.24K	Buy	+98	New	+$4.24K	﹤0.01%	404

Other funds holding HYXF

SWM

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

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

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

VCP

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

RJFSA

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

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

DT Investment Partners's HYXF Position: Q4 2023 in Review

DT Investment Partners sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2023, closing a stake of 131 shares — an estimated $5.66K sold.

DT Investment Partners first reported a position in HYXF in Q4 2022 and held it in 4 quarters. The position peaked at $5.77K in Q2 2023. 56 funds tracked by Wall St. Rank hold HYXF as of Q4 2023.

DT Investment Partners reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
DT Investment Partners sold 131 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2023, an estimated $5.66K.
DT Investment Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
DT Investment Partners's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $5.77K in Q2 2023.
56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2023.

Based on DT Investment Partners's 13F filing for Q4 2023, filed 31 Jan 2024.