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

Ellis 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
2022
Q4 		– Sell
-942
Closed -$39K – 433
2022
Q3 		$39K Buy
+942
New +$42.2K 0.01% 411

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NA
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Ellis Investment Partners's HYXF Position: Q4 2022 in Review

Ellis Investment Partners sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2022, closing a stake of 942 shares — an estimated $39K sold.

Ellis Investment Partners first reported a position in HYXF in Q3 2022 and held it in 1 quarter. The position peaked at $39K in Q3 2022. 56 funds tracked by Wall St. Rank hold HYXF as of Q4 2022.

  • Ellis Investment Partners reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 942 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2022, an estimated $39K.
  • Ellis Investment Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Ellis Investment Partners's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $39K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.