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WCG Wealth Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

WCG Wealth Advisors’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
Q4 		– Sell
-5,876
Closed -$248K – 208
2022
Q3 		$248K Sell
5,876
-201
-3% -$9K 0.03% 248
2022
Q2 		$265K Buy
+6,077
New +$279K 0.04% 227

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FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG Wealth Advisors's HYXF Position: Q4 2022 in Review

WCG Wealth Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2022, closing a stake of 5,876 shares — an estimated $248K sold.

WCG Wealth Advisors first reported a position in HYXF in Q2 2022 and held it in 2 quarters. The position peaked at $265K in Q2 2022. 56 funds tracked by Wall St. Rank hold HYXF as of Q4 2022.

  • WCG Wealth Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 5,876 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2022, an estimated $248K.
  • WCG Wealth Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $265K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.