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Petix & Botte Financial’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-13,415
Closed -$613K – 134
2024
Q1 		$613K Buy
+13,415
New +$609K 0.15% 88

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FNWM
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CCM
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Commonwealth Equity Services
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRIA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Petix & Botte Financial's HYXF Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2024, closing a stake of 13,415 shares — an estimated $613K sold.

Petix & Botte Financial first reported a position in HYXF in Q1 2024 and held it in 1 quarter. The position peaked at $613K in Q1 2024. 56 funds tracked by Wall St. Rank hold HYXF as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 13,415 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2024, an estimated $613K.
  • Petix & Botte Financial first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $613K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.