NYLIM
HYXF icon

New York Life Investment Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-5,311
Closed -$242K – 1422
2023
Q4 		$242K Sell
5,311
-1,143
-18% -$49.9K ﹤0.01% 1271
2023
Q3 		$279K Sell
6,454
-4,430
-41% -$194K ﹤0.01% 1198
2023
Q2 		$480K Sell
10,884
-4,467
-29% -$196K 0.01% 751
2023
Q1 		$681K Sell
15,351
-803
-5% -$35.3K 0.01% 629
2022
Q4 		$698K Buy
16,154
+1,235
+8% +$53.5K 0.01% 682
2022
Q3 		$629K Sell
14,919
-5,799
-28% -$260K 0.01% 666
2022
Q2 		$902K Buy
20,718
+683
+3% +$31.3K 0.01% 636
2022
Q1 		$974K Buy
20,035
+2,768
+16% +$137K 0.05% 40
2021
Q4 		$891K Buy
17,267
+3,131
+22% +$162K 0.05% 37
2021
Q3 		$739K Buy
+14,136
New +$742K 0.04% 36

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

New York Life Investment Management's HYXF Position: Q1 2024 in Review

New York Life Investment Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2024, closing a stake of 5,311 shares — an estimated $242K sold.

New York Life Investment Management first reported a position in HYXF in Q3 2021 and held it in 10 quarters. The position peaked at $974K in Q1 2022. 60 funds tracked by Wall St. Rank hold HYXF as of Q1 2024.

  • New York Life Investment Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 5,311 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2024, an estimated $242K.
  • New York Life Investment Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2021 and held it in 10 quarters.
  • New York Life Investment Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $974K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.