Atria Wealth Solutions’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-38,150	Closed	-$1.77M	–	1673
2025 Q1	$1.77M	Buy	38,150 +19,025	+99%	+$886K	0.02%	676
2024 Q4	$883K	Sell	19,125 -271	-1%	-$12.7K	0.01%	972
2024 Q3	$918K	Buy	19,396 +4	+0%	+$185	0.01%	942
2024 Q2	$876K	Buy	19,392 +5	+0%	+$225	0.01%	949
2024 Q1	$886K	Buy	19,387 +3	+0%	+$136	0.01%	965
2023 Q4	$881K	Buy	19,384 +5	+0%	+$218	0.01%	922
2023 Q3	$837K	Buy	19,379 +104	+0.5%	+$4.56K	0.01%	891
2023 Q2	$850K	Buy	19,275 +250	+1%	+$11K	0.01%	914
2023 Q1	$844K	Hold	19,025	–	–	0.01%	860
2022 Q4	$822K	Hold	19,025	–	–	0.01%	848
2022 Q3	$802K	Buy	+19,025	New	+$852K	0.01%	804
2022 Q2	–	Sell	-19,025	Closed	-$924K	–	1753
2022 Q1	$924K	Buy	+19,025	New	+$941K	0.02%	768

Other funds holding HYXF

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's HYXF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2025, closing a stake of 38,150 shares — an estimated $1.77M sold.

Atria Wealth Solutions first reported a position in HYXF in Q1 2022 and held it in 12 quarters. The position peaked at $1.77M in Q1 2025. 68 funds tracked by Wall St. Rank hold HYXF as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 38,150 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.77M.
Atria Wealth Solutions first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $1.77M in Q1 2025.
68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.