IFP Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7K | Sell |
162
-1
| -0.6% | -$48 | ﹤0.01% | 3081 |
|
|
2025
Q1 | $7.55K | Buy |
163
+40
| +33% | +$1.85K | ﹤0.01% | 2667 |
|
|
2024
Q4 | $5.68K | Hold |
123
| – | – | ﹤0.01% | 2743 |
|
|
2024
Q3 | $5.82K | Buy |
123
+1
| +0.8% | +$47 | ﹤0.01% | 2616 |
|
|
2024
Q2 | $5.51K | Buy |
+122
| New | +$5.51K | ﹤0.01% | 2533 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$68.2K | – | 3177 |
|
|
2023
Q4 | $68.2K | Sell |
1,500
-814
| -35% | -$37K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $99.9K | Hold |
2,314
| – | – | ﹤0.01% | 1252 |
|
|
2023
Q2 | $102K | Sell |
2,314
-1,329
| -36% | -$58.6K | ﹤0.01% | 1309 |
|
|
2023
Q1 | $182K | Sell |
3,643
-1,597
| -30% | -$79.7K | 0.01% | 982 |
|
|
2022
Q4 | $262K | Sell |
5,240
-808
| -13% | -$40.4K | 0.01% | 1208 |
|
|
2022
Q3 | $302K | Buy |
6,048
+5
| +0.1% | +$250 | 0.01% | 1193 |
|
|
2022
Q2 | $302K | Hold |
6,043
| – | – | 0.01% | 1069 |
|
|
2022
Q1 | $302K | Buy |
6,043
+1,664
| +38% | +$83.2K | 0.01% | 1069 |
|
|
2021
Q4 | $226K | Buy |
4,379
+17
| +0.4% | +$877 | ﹤0.01% | 882 |
|
|
2021
Q3 | $227K | Buy |
4,362
+86
| +2% | +$4.48K | ﹤0.01% | 871 |
|
|
2021
Q2 | $225K | Buy |
4,276
+1,309
| +44% | +$68.9K | ﹤0.01% | 849 |
|
|
2021
Q1 | $154K | Buy |
2,967
+1,147
| +63% | +$59.5K | ﹤0.01% | 959 |
|
|
2020
Q4 | $96K | Sell |
1,820
-100
| -5% | -$5.28K | ﹤0.01% | 1153 |
|
|
2020
Q3 | $98K | Hold |
1,920
| – | – | 0.01% | 1008 |
|
|
2020
Q2 | $93K | Buy |
+1,920
| New | +$93K | 0.01% | 950 |
|