GM Advisory Group’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-15,500	Closed	-$800K	–	205
2021 Q4	$800K	Hold	15,500	–	–	0.07%	105
2021 Q3	$811K	Hold	15,500	–	–	0.08%	103
2021 Q2	$815K	Hold	15,500	–	–	0.08%	98
2021 Q1	$806K	Hold	15,500	–	–	0.1%	92
2020 Q4	$816K	Hold	15,500	–	–	0.11%	84
2020 Q3	$790K	Hold	15,500	–	–	0.12%	72
2020 Q2	$767K	Buy	+15,500	New	+$760K	0.14%	76

Other funds holding HYXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

GM Advisory Group's HYXF Position: Q1 2022 in Review

GM Advisory Group sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2022, closing a stake of 15,500 shares — an estimated $800K sold.

GM Advisory Group first reported a position in HYXF in Q2 2020 and held it in 7 quarters. The position peaked at $816K in Q4 2020. 67 funds tracked by Wall St. Rank hold HYXF as of Q1 2022.

GM Advisory Group reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
GM Advisory Group sold 15,500 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2022, an estimated $800K.
GM Advisory Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
GM Advisory Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $816K in Q4 2020.
67 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2022.

Based on GM Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.