EH
HYXF icon

Equitable Holdings’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Equitable Holdings’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
-4,950
Closed -$209K – 925
2022
Q3 		$209K Buy
4,950
+45
+0.9% +$2.01K ﹤0.01% 802
2022
Q2 		$214K Sell
4,905
-1,344
-22% -$61.6K ﹤0.01% 800
2022
Q1 		$304K Buy
+6,249
New +$309K 0.01% 712

Other funds holding HYXF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
BlackRock
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings's HYXF Position: Q4 2022 in Review

Equitable Holdings sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2022, closing a stake of 4,950 shares — an estimated $209K sold.

Equitable Holdings first reported a position in HYXF in Q1 2022 and held it in 3 quarters. The position peaked at $304K in Q1 2022. 56 funds tracked by Wall St. Rank hold HYXF as of Q4 2022.

  • Equitable Holdings reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Equitable Holdings sold 4,950 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2022, an estimated $209K.
  • Equitable Holdings first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Equitable Holdings's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $304K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.