Birchwood Financial Partners’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Birchwood Financial Partners’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	$22K	Hold	470	–	–	0.02%	235
2026 Q1	$21.8K	Hold	470	–	–	0.02%	228
2025 Q4	$22.2K	Buy	+470	New	+$22.2K	0.02%	226

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

Birchwood Financial Partners's HYXF Position: Q2 2026 in Review

Birchwood Financial Partners held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q2 2026 at 470 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #235.

Birchwood Financial Partners first reported a position in HYXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.2K in Q4 2025. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Birchwood Financial Partners held 470 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $22K as of Q2 2026.
Birchwood Financial Partners left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #235 holding.
Birchwood Financial Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Birchwood Financial Partners's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $22.2K in Q4 2025.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.