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

ICA 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
2024 Q2	–	Sell	-2,000	Closed	-$91.4K	–	1015
2024 Q1	$91.4K	Hold	2,000	–	–	0.02%	419
2023 Q4	$90.9K	Buy	+2,000	New	+$87.3K	0.02%	370
2023 Q3	–	Sell	-2,000	Closed	-$88.2K	–	667
2023 Q2	$88.2K	Buy	+2,000	New	+$87.7K	0.02%	361
2023 Q1	–	Sell	-2,000	Closed	-$86.4K	–	1321
2022 Q4	$86.4K	Buy	+2,000	New	+$86.6K	0.02%	397

Other funds holding HYXF

SWM

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

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

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

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

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

ICA Group Wealth Management's HYXF Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2024, closing a stake of 2,000 shares — an estimated $91.4K sold.

ICA Group Wealth Management first reported a position in HYXF in Q4 2022 and held it in 4 quarters. The position peaked at $91.4K in Q1 2024. 56 funds tracked by Wall St. Rank hold HYXF as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 2,000 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2024, an estimated $91.4K.
ICA Group Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $91.4K in Q1 2024.
56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.