Colorado Capital Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Colorado Capital Management’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	$4.7M	Buy	100,698 +2,862	+3%	+$133K	1.61%	22
2026 Q1	$4.53M	Buy	97,836 +4,114	+4%	+$193K	1.69%	20
2025 Q4	$4.43M	Buy	93,722 +4,543	+5%	+$214K	1.66%	21
2025 Q3	$4.24M	Buy	89,179 +2,576	+3%	+$122K	1.64%	21
2025 Q2	$4.11M	Buy	86,603 +4,555	+6%	+$211K	1.76%	20
2025 Q1	$3.8M	Buy	82,048 +6,408	+8%	+$298K	1.77%	20
2024 Q4	$3.49M	Buy	75,640 +4,615	+6%	+$216K	1.69%	24
2024 Q3	$3.36M	Buy	71,025 +3,640	+5%	+$168K	1.66%	24
2024 Q2	$3.04M	Buy	67,385 +7,854	+13%	+$354K	1.7%	23
2024 Q1	$2.72M	Buy	59,531 +14,426	+32%	+$655K	1.57%	24
2023 Q4	$2.05M	Buy	45,105 +31,734	+237%	+$1.39M	1.35%	28
2023 Q3	$577K	Buy	+13,371	New	+$587K	0.44%	45

Other funds holding HYXF

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Colorado Capital Management's HYXF Position: Q2 2026 in Review

Colorado Capital Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 2.9% in Q2 2026, buying an estimated $133K and bringing the position to 100,698 shares worth $4.7M. The position accounts for 1.61% of the portfolio, ranked #22.

Colorado Capital Management first reported a position in HYXF in Q3 2023 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Colorado Capital Management held 100,698 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $4.7M as of Q2 2026.
Colorado Capital Management bought 2,862 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $133K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 1.61% of Colorado Capital Management's portfolio in Q2 2026, its #22 holding.
Colorado Capital Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.