Sheets Smith Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $129K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $926K | Sell |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $2.61M | Sell |
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|
2021
Q1 | $2.61M | Buy |
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|
2020
Q4 | $2.16M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.11M | Buy |
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