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

WealthSource 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
Q2 		– Sell
-4,355
Closed -$212K – 553
2022
Q1 		$212K Buy
+4,355
New +$215K 0.01% 534

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RJFSA
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Mackenzie Financial
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NA
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LPL Financial
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AWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthSource Partners's HYXF Position: Q2 2022 in Review

WealthSource Partners sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2022, closing a stake of 4,355 shares — an estimated $212K sold.

WealthSource Partners first reported a position in HYXF in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 58 funds tracked by Wall St. Rank hold HYXF as of Q2 2022.

  • WealthSource Partners reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,355 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2022, an estimated $212K.
  • WealthSource Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • WealthSource Partners's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $212K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.