Steward Partners Investment Advisory’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Steward Partners Investment Advisory’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
2022 Q3	–	Sell	-408	Closed	-$18K	–	3297
2022 Q2	$18K	Sell	408 -663	-62%	-$30.4K	﹤0.01%	2273
2022 Q1	$52K	Buy	1,071 +880	+461%	+$43.5K	﹤0.01%	1891
2021 Q4	$10K	Hold	191	–	–	﹤0.01%	2594
2021 Q3	$10K	Hold	191	–	–	﹤0.01%	2594
2021 Q2	$10K	Hold	191	–	–	﹤0.01%	6056
2021 Q1	$9.93K	Hold	191	–	–	﹤0.01%	2785
2020 Q4	$10K	Buy	+191	New	+$9.93K	﹤0.01%	2311

Other funds holding HYXF

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

RJFSA

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's HYXF Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q3 2022, closing a stake of 408 shares — an estimated $18K sold.

Steward Partners Investment Advisory first reported a position in HYXF in Q4 2020 and held it in 7 quarters. The position peaked at $52K in Q1 2022. 58 funds tracked by Wall St. Rank hold HYXF as of Q3 2022.

Steward Partners Investment Advisory reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 408 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2022, an estimated $18K.
Steward Partners Investment Advisory first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Steward Partners Investment Advisory's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $52K in Q1 2022.
58 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.