Global Financial Private Client’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Global Financial Private Client’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 Q1	–	Sell	-50	Closed	-$2.16K	–	690
2022 Q4	$2.16K	Hold	50	–	–	﹤0.01%	554
2022 Q3	$2.12K	Hold	50	–	–	﹤0.01%	527
2022 Q2	$2.19K	Hold	50	–	–	﹤0.01%	516
2022 Q1	$2.41K	Hold	50	–	–	﹤0.01%	520
2021 Q4	$2.58K	Hold	50	–	–	﹤0.01%	505
2021 Q3	$2.61K	Hold	50	–	–	﹤0.01%	451
2021 Q2	$2.62K	Hold	50	–	–	﹤0.01%	458
2021 Q1	$2.6K	Hold	50	–	–	﹤0.01%	409
2020 Q4	$2.63K	Hold	50	–	–	﹤0.01%	399
2020 Q3	$2.55K	Hold	50	–	–	﹤0.01%	380
2020 Q2	$2.47K	Buy	+50	New	+$2.45K	﹤0.01%	426

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

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

VCP

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Global Financial Private Client's HYXF Position: Q1 2023 in Review

Global Financial Private Client sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2023, closing a stake of 50 shares — an estimated $2.16K sold.

Global Financial Private Client first reported a position in HYXF in Q2 2020 and held it in 11 quarters. The position peaked at $2.63K in Q4 2020. 58 funds tracked by Wall St. Rank hold HYXF as of Q1 2023.

Global Financial Private Client reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Global Financial Private Client sold 50 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2023, an estimated $2.16K.
Global Financial Private Client first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
Global Financial Private Client's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $2.63K in Q4 2020.
58 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2023.

Based on Global Financial Private Client's 13F filing for Q1 2023, filed 16 May 2024.