SPIA
XHYE

Steward Partners Investment Advisory’s BondBloxx USD High Yield Bond Energy Sector ETF XHYE Stock Holding History

Steward Partners Investment Advisory’s Portfolio XHYE Stock Details XHYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,250
Closed -$47.7K – 3395
2023
Q1 		$47.7K Sell
1,250
-1,050
-46% -$39.3K ﹤0.01% 1876
2022
Q4 		$84.8K Buy
2,300
+1,600
+229% +$59.2K ﹤0.01% 1613
2022
Q3 		$25K Buy
+700
New +$26.1K ﹤0.01% 2122

Other funds holding XHYE

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Steward Partners Investment Advisory's XHYE Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of BondBloxx USD High Yield Bond Energy Sector ETF (XHYE) in Q2 2023, closing a stake of 1,250 shares — an estimated $47.7K sold.

Steward Partners Investment Advisory first reported a position in XHYE in Q3 2022 and held it in 3 quarters. The position peaked at $84.8K in Q4 2022. 4 funds tracked by Wall St. Rank hold XHYE as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining BondBloxx USD High Yield Bond Energy Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,250 BondBloxx USD High Yield Bond Energy Sector ETF shares in Q2 2023, an estimated $47.7K.
  • Steward Partners Investment Advisory first reported a position in BondBloxx USD High Yield Bond Energy Sector ETF in Q3 2022 and held it in 3 quarters.
  • Steward Partners Investment Advisory's BondBloxx USD High Yield Bond Energy Sector ETF position peaked at $84.8K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Energy Sector ETF as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.