Larson Financial Group’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 | $294K | Sell |
6,191
-2,155
| -26% | -$102K | 0.01% | 578 |
|
|
2025
Q1 | $387K | Sell |
8,346
-4,739
| -36% | -$219K | 0.02% | 461 |
|
|
2024
Q4 | $604K | Buy |
13,085
+235
| +2% | +$10.9K | 0.03% | 310 |
|
|
2024
Q3 | $608K | Sell |
12,850
-1,122
| -8% | -$53.1K | 0.03% | 292 |
|
|
2024
Q2 | $631K | Buy |
13,972
+1,132
| +9% | +$51.1K | 0.04% | 239 |
|
|
2024
Q1 | $587K | Buy |
12,840
+1,835
| +17% | +$83.8K | 0.05% | 213 |
|
|
2023
Q4 | $500K | Buy |
11,005
+17
| +0.2% | +$773 | 0.04% | 221 |
|
|
2023
Q3 | $475K | Buy |
10,988
+715
| +7% | +$30.9K | 0.05% | 201 |
|
|
2023
Q2 | $453K | Buy |
10,273
+880
| +9% | +$38.8K | 0.05% | 202 |
|
|
2023
Q1 | $417K | Sell |
9,393
-14
| -0.1% | -$621 | 0.05% | 224 |
|
|
2022
Q4 | $407K | Sell |
9,407
-37
| -0.4% | -$1.6K | 0.05% | 216 |
|
|
2022
Q3 | $398K | Buy |
9,444
+457
| +5% | +$19.3K | 0.06% | 188 |
|
|
2022
Q2 | $391K | Buy |
8,987
+256
| +3% | +$11.1K | 0.07% | 116 |
|
|
2022
Q1 | $424K | Sell |
8,731
-232
| -3% | -$11.3K | 0.07% | 129 |
|
|
2021
Q4 | $463K | Buy |
8,963
+3,168
| +55% | +$164K | 0.07% | 122 |
|
|
2021
Q3 | $303K | Buy |
5,795
+439
| +8% | +$23K | 0.06% | 117 |
|
|
2021
Q2 | $281K | Buy |
5,356
+608
| +13% | +$31.9K | 0.07% | 103 |
|
|
2021
Q1 | $247K | Buy |
4,748
+4,472
| +1,620% | +$233K | 0.07% | 97 |
|
|
2020
Q4 | $15K | Buy |
+276
| New | +$15K | 0.01% | 422 |
|