Stifel Financial
HYXF icon

Stifel Financial’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Stifel Financial’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
Q4 		– Sell
-4,255
Closed -$201K – 3432
2024
Q3 		$201K Buy
+4,255
New +$197K ﹤0.01% 3142
2024
Q2 		– Sell
-4,655
Closed -$213K – 3409
2024
Q1 		$213K Buy
4,655
+149
+3% +$6.76K ﹤0.01% 3076
2023
Q4 		$205K Buy
+4,506
New +$197K ﹤0.01% 3053

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial's HYXF Position: Q4 2024 in Review

Stifel Financial sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2024, closing a stake of 4,255 shares — an estimated $201K sold.

Stifel Financial first reported a position in HYXF in Q4 2023 and held it in 3 quarters. The position peaked at $213K in Q1 2024. 71 funds tracked by Wall St. Rank hold HYXF as of Q4 2024.

  • Stifel Financial reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 4,255 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2024, an estimated $201K.
  • Stifel Financial first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Stifel Financial's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $213K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.