Milestone Investment 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 | $255K | Sell |
5,374
-15
| -0.3% | -$713 | 0.07% | 75 |
|
|
2025
Q1 | $250K | Sell |
5,389
-4
| -0.1% | -$185 | 0.07% | 73 |
|
|
2024
Q4 | $249K | Buy |
5,393
+1,354
| +34% | +$62.5K | 0.07% | 74 |
|
|
2024
Q3 | $191K | Buy |
4,039
+329
| +9% | +$15.6K | 0.05% | 81 |
|
|
2024
Q2 | $168K | Hold |
3,710
| – | – | 0.04% | 80 |
|
|
2024
Q1 | $170K | Sell |
3,710
-45
| -1% | -$2.06K | 0.05% | 77 |
|
|
2023
Q4 | $171K | Buy |
3,755
+110
| +3% | +$5K | 0.05% | 74 |
|
|
2023
Q3 | $157K | Sell |
3,645
-1,330
| -27% | -$57.4K | 0.04% | 119 |
|
|
2023
Q2 | $219K | Buy |
4,975
+155
| +3% | +$6.83K | 0.07% | 68 |
|
|
2023
Q1 | $214K | Buy |
4,820
+1,775
| +58% | +$78.8K | 0.07% | 101 |
|
|
2022
Q4 | $132K | Buy |
+3,045
| New | +$132K | 0.05% | 71 |
|