Sheets Smith Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Sheets Smith Wealth 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
2023 Q4	–	Sell	-2,993	Closed	-$129K	–	399
2023 Q3	$129K	Buy	+2,993	New	+$131K	0.02%	332
2023 Q1	–	Sell	-4,646	Closed	-$201K	–	323
2022 Q4	$201K	Buy	+4,646	New	+$201K	0.03%	293
2022 Q3	–	Sell	-4,856	Closed	-$211K	–	306
2022 Q2	$211K	Sell	4,856 -5,304	-52%	-$243K	0.03%	282
2022 Q1	$494K	Sell	10,160 -7,769	-43%	-$384K	0.07%	214
2021 Q4	$926K	Sell	17,929 -32,341	-64%	-$1.67M	0.11%	161
2021 Q3	$2.63M	Buy	50,270 +538	+1%	+$28.3K	0.36%	68
2021 Q2	$2.61M	Sell	49,732 -467	-0.9%	-$24.3K	0.35%	70
2021 Q1	$2.61M	Buy	50,199 +9,245	+23%	+$482K	0.38%	72
2020 Q4	$2.16M	Buy	40,954 +12,231	+43%	+$636K	0.33%	82
2020 Q3	$1.46M	Buy	28,723 +6,218	+28%	+$317K	0.25%	96
2020 Q2	$1.11M	Buy	+22,505	New	+$1.1M	0.22%	99

Other funds holding HYXF

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

RJFSA

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

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

Sheets Smith Wealth Management's HYXF Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2023, closing a stake of 2,993 shares — an estimated $129K sold.

Sheets Smith Wealth Management first reported a position in HYXF in Q2 2020 and held it in 11 quarters. The position peaked at $2.63M in Q3 2021. 56 funds tracked by Wall St. Rank hold HYXF as of Q4 2023.

Sheets Smith Wealth Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,993 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2023, an estimated $129K.
Sheets Smith Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
Sheets Smith Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $2.63M in Q3 2021.
56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.