Wealth Enhancement Advisory Services’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,710
Closed -$215K 2653
2024
Q1
$215K Buy
4,710
+20
+0.4% +$908 ﹤0.01% 2141
2023
Q4
$213K Buy
+4,690
New +$205K ﹤0.01% 2054

Other funds holding HYXF

Wealth Enhancement Advisory Services's HYXF Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2024, closing a stake of 4,710 shares — an estimated $215K sold.

Wealth Enhancement Advisory Services first reported a position in HYXF in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q1 2024. 56 funds tracked by Wall St. Rank hold HYXF as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,710 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2024, an estimated $215K.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $215K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.