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

Next Financial 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
2021 Q4	$31K	Hold	610	–	–	﹤0.01%	1704
2021 Q3	$32K	Sell	610 -36	-6%	-$1.89K	﹤0.01%	1609
2021 Q2	$34K	Buy	646 +229	+55%	+$11.9K	﹤0.01%	1549
2021 Q1	$22K	Buy	417 +301	+259%	+$15.7K	﹤0.01%	1603
2020 Q4	$6K	Hold	116	–	–	﹤0.01%	1929
2020 Q3	$6K	Buy	+116	New	+$5.91K	﹤0.01%	1780

Other funds holding HYXF

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Next Financial Group's HYXF Position: Q4 2021 in Review

Next Financial Group held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q4 2021 at 610 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Next Financial Group first reported a position in HYXF in Q3 2020 and has held it in 6 quarters since. The position peaked at $34K in Q2 2021. 51 funds tracked by Wall St. Rank hold HYXF as of Q4 2021.

Next Financial Group held 610 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $31K as of Q4 2021.
Next Financial Group left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q4 2021.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1704 holding.
Next Financial Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $34K in Q2 2021.
51 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.