Congress Wealth Management LLC / DE /
Position in HYXF — iShares ESG Advanced High Yield Corporate Bond ETF
CIK 1904976
BOSTON, MA
All Filings in HYXF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 HYXF | $652,745 | 13,742 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 HYXF | $544,744 | 11,763 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 HYXF | $484,908 | 10,497 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 HYXF | $595,079 | 12,569 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 HYXF | $560,875 | 12,417 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 HYXF | $552,072 | 12,083 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 HYXF | $552,269 | 12,145 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 HYXF | $463,039 | 10,721 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 HYXF | $359,736 | 8,161 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 HYXF | $350,789 | 7,906 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 HYXF | $297,007 | 6,872 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 HYXF | $232,681 | 5,519 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||