SWM
SigFig Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Buy |
208,110
+4,391
| +2% | +$208K | 0.33% | 41 |
|
|
2025
Q1 | $9.44M | Buy |
203,719
+3,445
| +2% | +$160K | 0.34% | 33 |
|
|
2024
Q4 | $9.26M | Buy |
200,274
+11,111
| +6% | +$514K | 0.34% | 36 |
|
|
2024
Q3 | $8.96M | Buy |
189,163
+24,536
| +15% | +$1.16M | 0.33% | 35 |
|
|
2024
Q2 | $7.44M | Buy |
164,627
+20,981
| +15% | +$948K | 0.28% | 42 |
|
|
2024
Q1 | $6.56M | Buy |
143,646
+19,687
| +16% | +$899K | 0.24% | 43 |
|
|
2023
Q4 | $5.64M | Buy |
123,959
+18,298
| +17% | +$832K | 0.21% | 48 |
|
|
2023
Q3 | $4.56M | Buy |
105,661
+20,060
| +23% | +$866K | 0.18% | 54 |
|
|
2023
Q2 | $3.76M | Buy |
85,601
+17,955
| +27% | +$789K | 0.15% | 59 |
|
|
2023
Q1 | $3M | Buy |
67,646
+18,717
| +38% | +$830K | 0.17% | 59 |
|
|
2022
Q4 | $2.11M | Buy |
48,929
+14,996
| +44% | +$648K | 0.11% | 63 |
|
|
2022
Q3 | $1.44M | Buy |
33,933
+22,902
| +208% | +$971K | 0.08% | 72 |
|
|
2022
Q2 | $481K | Buy |
+11,031
| New | +$481K | 0.02% | 85 |
|