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

Whittier Trust’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
-21,725
Closed -$1.06M – 1718
2022
Q1 		$1.06M Sell
21,725
-700
-3% -$34.6K 0.02% 370
2021
Q4 		$1.16M Buy
+22,425
New +$1.16M 0.02% 355

Other funds holding HYXF

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Whittier Trust's HYXF Position: Q2 2022 in Review

Whittier Trust sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2022, closing a stake of 21,725 shares — an estimated $1.06M sold.

Whittier Trust first reported a position in HYXF in Q4 2021 and held it in 2 quarters. The position peaked at $1.16M in Q4 2021. 58 funds tracked by Wall St. Rank hold HYXF as of Q2 2022.

  • Whittier Trust reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Whittier Trust sold 21,725 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2022, an estimated $1.06M.
  • Whittier Trust first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Whittier Trust's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $1.16M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.