Action Point Financial Planning’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Action Point Financial Planning’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
2026 Q2	$46.5K	Buy	+996	New	+$46.5K	﹤0.01%	845

Other funds holding HYXF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's HYXF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2026: 996 shares worth $46.5K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings.

86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Action Point Financial Planning held 996 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $46.5K as of Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #845 holding.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.