Walkner Condon Financial Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
10,201
-8,748
| -46% | -$416K | 0.09% | 164 |
|
|
2025
Q1 | $878K | Sell |
18,949
-1,260
| -6% | -$58.4K | 0.18% | 99 |
|
|
2024
Q4 | $934K | Sell |
20,209
-2,983
| -13% | -$138K | 0.19% | 100 |
|
|
2024
Q3 | $1.1M | Sell |
23,192
-6,317
| -21% | -$299K | 0.22% | 93 |
|
|
2024
Q2 | $1.33M | Buy |
29,509
+3,462
| +13% | +$156K | 0.29% | 77 |
|
|
2024
Q1 | $1.19M | Sell |
26,047
-1,905
| -7% | -$87K | 0.25% | 87 |
|
|
2023
Q4 | $1.27M | Buy |
27,952
+910
| +3% | +$41.4K | 0.29% | 79 |
|
|
2023
Q3 | $1.17M | Buy |
27,042
+1,215
| +5% | +$52.5K | 0.31% | 72 |
|
|
2023
Q2 | $1.14M | Buy |
25,827
+717
| +3% | +$31.6K | 0.3% | 75 |
|
|
2023
Q1 | $1.11M | Buy |
25,110
+3,283
| +15% | +$145K | 0.31% | 74 |
|
|
2022
Q4 | $943K | Buy |
21,827
+2,446
| +13% | +$106K | 0.28% | 78 |
|
|
2022
Q3 | $818K | Buy |
19,381
+1,520
| +9% | +$64.2K | 0.26% | 81 |
|
|
2022
Q2 | $778K | Buy |
17,861
+6,233
| +54% | +$272K | 0.24% | 87 |
|
|
2022
Q1 | $565K | Buy |
+11,628
| New | +$565K | 0.16% | 116 |
|
|
2021
Q3 | – | Sell |
-9,437
| Closed | -$495K | – | 160 |
|
|
2021
Q2 | $495K | Buy |
+9,437
| New | +$495K | 0.18% | 101 |
|