SAM
HYXF icon

Smartleaf Asset Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Smartleaf Asset 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
2024
Q3 		– Sell
-1
Closed -$45 – 2942
2024
Q2 		$45 Sell
1
-276
-100% -$12.4K ﹤0.01% 2730
2024
Q1 		$12.7K Sell
277
-730
-72% -$33.1K ﹤0.01% 952
2023
Q4 		$46K Buy
+1,007
New +$44K 0.01% 547

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Smartleaf Asset Management's HYXF Position: Q3 2024 in Review

Smartleaf Asset Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q3 2024, closing a stake of 1 share — an estimated $45 sold.

Smartleaf Asset Management first reported a position in HYXF in Q4 2023 and held it in 3 quarters. The position peaked at $46K in Q4 2023. 60 funds tracked by Wall St. Rank hold HYXF as of Q3 2024.

  • Smartleaf Asset Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 1 iShares ESG Advanced High Yield Corporate Bond ETF share in Q3 2024, an estimated $45.
  • Smartleaf Asset Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Smartleaf Asset Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $46K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2024.

Based on Smartleaf Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.