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Raymond James Financial Services Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$1.94M Buy
41,080
+1,817
+5% +$84K ﹤0.01% 1739
2024
Q2 		$1.77M Sell
39,263
-292
-0.7% -$13.2K ﹤0.01% 1737
2024
Q1 		$1.81M Buy
39,555
+276
+0.7% +$12.5K ﹤0.01% 1697
2023
Q4 		$1.79M Sell
39,279
-1,360
-3% -$59.4K ﹤0.01% 1631
2023
Q3 		$1.76M Buy
40,639
+1,865
+5% +$81.8K ﹤0.01% 1569
2023
Q2 		$1.71M Buy
38,774
+1,871
+5% +$82.1K ﹤0.01% 1606
2023
Q1 		$1.64M Buy
36,903
+2,139
+6% +$94.1K ﹤0.01% 1606
2022
Q4 		$1.5M Sell
34,764
-26,493
-43% -$1.15M ﹤0.01% 1604
2022
Q3 		$2.58M Sell
61,257
-1,344
-2% -$60.2K 0.01% 1284
2022
Q2 		$2.73M Buy
62,601
+7,622
+14% +$349K 0.01% 1271
2022
Q1 		$2.67M Buy
54,979
+3,192
+6% +$158K 0.01% 1328
2021
Q4 		$2.67M Buy
51,787
+15,085
+41% +$780K 0.01% 1353
2021
Q3 		$1.92M Buy
36,702
+2,569
+8% +$135K ﹤0.01% 1506
2021
Q2 		$1.79M Buy
34,133
+10,529
+45% +$549K ﹤0.01% 1536
2021
Q1 		$1.23M Buy
23,604
+7,670
+48% +$400K ﹤0.01% 1706
2020
Q4 		$839K Buy
+15,934
New +$828K ﹤0.01% 1809

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's HYXF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 4.6% in Q3 2024, buying an estimated $84K and bringing the position to 41,080 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Raymond James Financial Services Advisors first reported a position in HYXF in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.73M in Q2 2022. 60 funds tracked by Wall St. Rank hold HYXF as of Q3 2024.

  • Raymond James Financial Services Advisors held 41,080 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $1.94M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,817 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2024, an estimated $84K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1739 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Raymond James Financial Services Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $2.73M in Q2 2022.
  • 60 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.