Harvest Group Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Harvest Group Wealth Management’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	$511K	Sell	11,510 -2,457	-18%	-$108K	0.32%	37
2022 Q4	$604K	Buy	13,967 +145	+1%	+$6.28K	0.4%	37
2022 Q3	$590K	Sell	13,822 -253	-2%	-$11.3K	0.39%	40
2022 Q2	$649K	Sell	14,075 -73	-0.5%	-$3.35K	0.4%	38
2022 Q1	$687K	Buy	+14,148	New	+$699K	0.39%	35

Other funds holding HYXF

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.9% 1-Year Est. Return

Harvest Group Wealth Management's HYXF Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 18% in Q1 2023, selling an estimated $108K and leaving 11,510 shares worth $511K. The position accounts for 0.32% of the portfolio, ranked #37.

Harvest Group Wealth Management first reported a position in HYXF in Q1 2022 and has held it in 5 quarters since. The position peaked at $687K in Q1 2022. 58 funds tracked by Wall St. Rank hold HYXF as of Q1 2023.

Harvest Group Wealth Management held 11,510 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $511K as of Q1 2023.
Harvest Group Wealth Management sold 2,457 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2023, an estimated $108K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.32% of Harvest Group Wealth Management's portfolio in Q1 2023, its #37 holding.
Harvest Group Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2022 and has held it in 5 quarters since.
Harvest Group Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $687K in Q1 2022.
58 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.