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Mather Group’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Mather Group’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
Q4 		– Sell
-588
Closed -$27.8K – 1759
2024
Q3 		$27.8K Buy
+588
New +$27.2K ﹤0.01% 994

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BlackRock
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mather Group's HYXF Position: Q4 2024 in Review

Mather Group sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2024, closing a stake of 588 shares — an estimated $27.8K sold.

Mather Group first reported a position in HYXF in Q3 2024 and held it in 1 quarter. The position peaked at $27.8K in Q3 2024. 71 funds tracked by Wall St. Rank hold HYXF as of Q4 2024.

  • Mather Group reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mather Group sold 588 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2024, an estimated $27.8K.
  • Mather Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Mather Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $27.8K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2024.

Based on Mather Group's 13F filing for Q4 2024, filed 27 Jan 2025.