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 $2.86B AUM 12.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return