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

Mascoma 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
2023 Q2	–	Sell	-384	Closed	-$17K	–	535
2023 Q1	$17K	Hold	384	–	–	0.01%	356
2022 Q4	$16.6K	Hold	384	–	–	0.01%	351
2022 Q3	$16K	Hold	384	–	–	0.01%	351
2022 Q2	$17K	Hold	384	–	–	0.01%	357
2022 Q1	$19K	Buy	+384	New	+$19K	0.01%	373

Other funds holding HYXF

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

SWM

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Mascoma Wealth Management's HYXF Position: Q2 2023 in Review

Mascoma Wealth Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2023, closing a stake of 384 shares — an estimated $17K sold.

Mascoma Wealth Management first reported a position in HYXF in Q1 2022 and held it in 5 quarters. The position peaked at $19K in Q1 2022. 49 funds tracked by Wall St. Rank hold HYXF as of Q2 2023.

Mascoma Wealth Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 384 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2023, an estimated $17K.
Mascoma Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Mascoma Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $19K in Q1 2022.
49 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.