Summit Wealth Partners’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Summit Wealth Partners’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 Q1	–	Sell	-4,510	Closed	-$233K	–	166
2021 Q4	$233K	Buy	4,510 +21	+0.5%	+$1.09K	0.05%	143
2021 Q3	$235K	Hold	4,489	–	–	0.06%	142
2021 Q2	$236K	Sell	4,489 -598	-12%	-$31.2K	0.06%	143
2021 Q1	$265K	Hold	5,087	–	–	0.07%	130
2020 Q4	$268K	Hold	5,087	–	–	0.07%	122
2020 Q3	$259K	Hold	5,087	–	–	0.08%	130
2020 Q2	$252K	Sell	5,087 -62	-1%	-$3.04K	0.08%	124
2020 Q1	$248K	Buy	+5,149	New	+$262K	0.1%	96

Other funds holding HYXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

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

RJFSA

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

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

Summit Wealth Partners's HYXF Position: Q1 2022 in Review

Summit Wealth Partners sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2022, closing a stake of 4,510 shares — an estimated $233K sold.

Summit Wealth Partners first reported a position in HYXF in Q1 2020 and held it in 8 quarters. The position peaked at $268K in Q4 2020. 67 funds tracked by Wall St. Rank hold HYXF as of Q1 2022.

Summit Wealth Partners reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Summit Wealth Partners sold 4,510 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2022, an estimated $233K.
Summit Wealth Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Summit Wealth Partners's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $268K in Q4 2020.
67 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2022.

Based on Summit Wealth Partners's 13F filing for Q1 2022, filed 11 Sep 2024.