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Cape Investment Advisory’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Cape Investment Advisory’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
Q3 		$39.1K Hold
867
– – 0.01% 572
2026
Q2 		$40.5K Buy
+867
New +$40.4K 0.01% 552
2026
Q1 		– Sell
-867
Closed -$41K – 639
2025
Q4 		$41K Hold
867
– – 0.01% 463
2025
Q3 		$41.2K Hold
867
– – 0.04% 246
2025
Q2 		$41.2K Buy
867
+137
+19% +$6.35K 0.02% 397
2025
Q1 		$33.8K Hold
730
– – 0.01% 398
2024
Q4 		$33.7K Hold
730
– – 0.01% 400
2024
Q3 		$34.6K Buy
+730
New +$33.7K 0.01% 370

Other funds holding HYXF

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's HYXF Position: Q3 2026 in Review

Cape Investment Advisory held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q3 2026 at 867 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #572.

Cape Investment Advisory first reported a position in HYXF in Q3 2024 and has held it in 8 quarters since. The position peaked at $41.2K in Q2 2025. 3 funds tracked by Wall St. Rank hold HYXF as of Q3 2026.

  • Cape Investment Advisory held 867 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $39.1K as of Q3 2026.
  • Cape Investment Advisory left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #572 holding.
  • Cape Investment Advisory first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $41.2K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.