Bank of Montreal’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Bank of Montreal’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	$4.26M	Buy	91,280 +16,800	+23%	+$783K	﹤0.01%	1434
2026 Q1	$3.45M	Buy	+74,480	New	+$3.5M	﹤0.01%	1459
2024 Q1	–	Sell	-20,768	Closed	-$884K	–	4089
2023 Q4	$884K	Buy	20,768 +5,610	+37%	+$245K	﹤0.01%	2120
2023 Q3	$665K	Buy	+15,158	New	+$665K	﹤0.01%	2275
2023 Q2	–	Sell	-14,631	Closed	-$649K	–	4122
2023 Q1	$649K	Buy	+14,631	New	+$644K	﹤0.01%	2317
2021 Q2	–	Sell	-9,090	Closed	-$474K	–	4231
2021 Q1	$474K	Hold	9,090	–	–	﹤0.01%	2672
2020 Q4	$476K	Hold	9,090	–	–	﹤0.01%	2732
2020 Q3	$465K	Hold	9,090	–	–	﹤0.01%	2361
2020 Q2	$452K	Hold	9,090	–	–	﹤0.01%	2311
2020 Q1	$418K	Buy	+9,090	New	+$462K	﹤0.01%	2060

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

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

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

Bank of Montreal's HYXF Position: Q2 2026 in Review

Bank of Montreal increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 23% in Q2 2026, buying an estimated $783K and bringing the position to 91,280 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Bank of Montreal first reported a position in HYXF in Q1 2020 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Bank of Montreal held 91,280 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $4.26M as of Q2 2026.
Bank of Montreal bought 16,800 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $783K.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1434 holding.
Bank of Montreal first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2020 and has held it in 10 quarters since.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.