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Simplicity Solutions’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-13,855
Closed -$730K – 709
2020
Q4 		$730K Sell
13,855
-1,343
-9% -$69.8K 0.01% 622
2020
Q3 		$774K Buy
15,198
+1,019
+7% +$51.9K 0.01% 546
2020
Q2 		$702K Buy
+14,179
New +$695K 0.01% 561

Other funds holding HYXF

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

Simplicity Solutions's HYXF Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2021, closing a stake of 13,855 shares — an estimated $730K sold.

Simplicity Solutions first reported a position in HYXF in Q2 2020 and held it in 3 quarters. The position peaked at $774K in Q3 2020. 39 funds tracked by Wall St. Rank hold HYXF as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 13,855 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2021, an estimated $730K.
  • Simplicity Solutions first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Simplicity Solutions's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $774K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.