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 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 $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Bank of America

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

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return