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 $1.21T AUM 78.12% 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

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

SWM

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

AWM

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

VCP

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 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

Heritage Wealth Management (Arizona)'s HYXF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 96% in Q4 2022, buying an estimated $1.26M and bringing the position to 59,162 shares worth $2.56M. The position accounts for 0.37% of the portfolio, ranked #47.

Heritage Wealth Management (Arizona) first reported a position in HYXF in Q1 2021 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold HYXF as of Q4 2022.

Heritage Wealth Management (Arizona) held 59,162 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $2.56M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 28,995 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.26M.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.37% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #47 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.