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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-200
Closed -$6.77K 3396
2023
Q1
$6.77K Sell
200
-250
-56% -$8.35K ﹤0.01% 2683
2022
Q4
$14.6K Buy
+450
New +$14.8K ﹤0.01% 2392

Other funds holding XHYH

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

Steward Partners Investment Advisory sold out of BondBloxx USD High Yield Bond Healthcare Sector ETF (XHYH) in Q2 2023, closing a stake of 200 shares — an estimated $6.77K sold.

Steward Partners Investment Advisory first reported a position in XHYH in Q4 2022 and held it in 2 quarters. The position peaked at $14.6K in Q4 2022. 2 funds tracked by Wall St. Rank hold XHYH as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining BondBloxx USD High Yield Bond Healthcare Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 BondBloxx USD High Yield Bond Healthcare Sector ETF shares in Q2 2023, an estimated $6.77K.
  • Steward Partners Investment Advisory first reported a position in BondBloxx USD High Yield Bond Healthcare Sector ETF in Q4 2022 and held it in 2 quarters.
  • Steward Partners Investment Advisory's BondBloxx USD High Yield Bond Healthcare Sector ETF position peaked at $14.6K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Healthcare Sector ETF as of Q2 2023.

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