Balanced Rock Investment Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Balanced Rock Investment Advisors’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	$3.74M	Buy	80,019 +6,920	+9%	+$323K	2.33%	13
2026 Q1	$3.39M	Buy	73,099 +2,268	+3%	+$107K	2.37%	12
2025 Q4	$3.35M	Buy	70,831 +4,103	+6%	+$194K	2.38%	12
2025 Q3	$3.17M	Buy	66,728 +4,747	+8%	+$224K	2.32%	12
2025 Q2	$2.94M	Buy	61,981 +979	+2%	+$45.4K	2.31%	12
2025 Q1	$2.82M	Sell	61,002 -1,684	-3%	-$78.4K	2.25%	15
2024 Q4	$2.9M	Buy	62,686 +2,597	+4%	+$121K	2.29%	14
2024 Q3	$2.84M	Buy	60,089 +1,649	+3%	+$76.2K	2.23%	14
2024 Q2	$2.64M	Buy	58,440 +2,256	+4%	+$102K	2.22%	14
2024 Q1	$2.57M	Buy	56,184 +11,276	+25%	+$512K	2.19%	14
2023 Q4	$2.04M	Buy	+44,908	New	+$1.96M	1.81%	16

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Balanced Rock Investment Advisors's HYXF Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 9.5% in Q2 2026, buying an estimated $323K and bringing the position to 80,019 shares worth $3.74M. The position accounts for 2.33% of the portfolio, ranked #13.

Balanced Rock Investment Advisors first reported a position in HYXF in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Balanced Rock Investment Advisors held 80,019 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $3.74M as of Q2 2026.
Balanced Rock Investment Advisors bought 6,920 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $323K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 2.33% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #13 holding.
Balanced Rock Investment Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.