Lido Advisors
HYXF icon

Lido Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Lido Advisors’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
2023
Q2 		– Sell
-9,000
Closed -$399K – 1255
2023
Q1 		$399K Hold
9,000
– – ﹤0.01% 769
2022
Q4 		$389K Hold
9,000
– – ﹤0.01% 701
2022
Q3 		$379K Buy
+9,000
New +$403K ﹤0.01% 642

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FNWM
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VCP
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UBS Group
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Commonwealth Equity Services
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Lido Advisors's HYXF Position: Q2 2023 in Review

Lido Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2023, closing a stake of 9,000 shares — an estimated $399K sold.

Lido Advisors first reported a position in HYXF in Q3 2022 and held it in 3 quarters. The position peaked at $399K in Q1 2023. 49 funds tracked by Wall St. Rank hold HYXF as of Q2 2023.

  • Lido Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 9,000 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2023, an estimated $399K.
  • Lido Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Lido Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $399K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.