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Woodmont Investment Counsel’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-197
Closed -$9K – 280
2024
Q1 		$9K Buy
+197
New +$8.94K ﹤0.01% 335

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Woodmont Investment Counsel's HYXF Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2024, closing a stake of 197 shares — an estimated $9K sold.

Woodmont Investment Counsel first reported a position in HYXF in Q1 2024 and held it in 1 quarter. The position peaked at $9K in Q1 2024. 56 funds tracked by Wall St. Rank hold HYXF as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 197 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2024, an estimated $9K.
  • Woodmont Investment Counsel first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $9K 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 Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.