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 $777B AUM 61.18% 1-Year Est. Return

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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management

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