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

Syntrinsic’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
Q3 		$63.7K Buy
1,366
+22
+2% +$1.02K 0.02% 40
2024
Q2 		$59.8K Buy
1,344
+22
+2% +$992 0.02% 39
2024
Q1 		$59.5K Buy
1,322
+429
+48% +$19.5K 0.02% 38
2023
Q4 		$39.7K Sell
893
-311
-26% -$13.6K 0.01% 41
2023
Q3 		$51.2K Buy
+1,204
New +$52.8K 0.02% 39

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Syntrinsic's HYXF Position: Q3 2024 in Review

Syntrinsic increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 1.6% in Q3 2024, buying an estimated $1.02K and bringing the position to 1,366 shares worth $63.7K. The position accounts for 0.02% of the portfolio, ranked #40.

Syntrinsic first reported a position in HYXF in Q3 2023 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold HYXF as of Q3 2024.

  • Syntrinsic held 1,366 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $63.7K as of Q3 2024.
  • Syntrinsic bought 22 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2024, an estimated $1.02K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.02% of Syntrinsic's portfolio in Q3 2024, its #40 holding.
  • Syntrinsic first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2024.

Based on Syntrinsic's 13F filing for Q3 2024, filed 8 Oct 2024.