Heritage Wealth Management (Arizona)’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Heritage Wealth Management (Arizona)’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	$2.56M	Buy	59,162 +28,995	+96%	+$1.26M	0.37%	47
2022 Q3	$1.27M	Sell	30,167 -581	-2%	-$26K	0.41%	47
2022 Q2	$1.34M	Sell	30,748 -1,663	-5%	-$76.2K	0.45%	48
2022 Q1	$1.57M	Buy	+32,411	New	+$1.6M	0.43%	44
2021 Q3	$1.76M	Buy	33,676 +536	+2%	+$28.1K	0.63%	29
2021 Q2	$1.74M	Buy	33,140 +7,940	+32%	+$414K	0.66%	25
2021 Q1	$1.31M	Buy	+25,200	New	+$1.32M	0.74%	30

Other funds holding HYXF

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Verus Capital Partners Scottsdale, Arizona $1.45B AUM 27.29% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return