Congress Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Congress Wealth 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
2025 Q2	$653K	Buy	13,742 +1,979	+17%	+$91.8K	0.01%	838
2025 Q1	$545K	Buy	11,763 +1,266	+12%	+$59K	0.01%	794
2024 Q4	$485K	Sell	10,497 -2,072	-16%	-$96.8K	0.01%	649
2024 Q3	$595K	Buy	12,569 +152	+1%	+$7.03K	0.01%	605
2024 Q2	$561K	Buy	12,417 +334	+3%	+$15.1K	0.01%	520
2024 Q1	$552K	Sell	12,083 -62	-0.5%	-$2.81K	0.01%	440
2023 Q4	$552K	Buy	12,145 +1,424	+13%	+$62.2K	0.01%	453
2023 Q3	$463K	Buy	10,721 +2,560	+31%	+$112K	0.01%	467
2023 Q2	$360K	Buy	8,161 +255	+3%	+$11.2K	0.01%	461
2023 Q1	$351K	Buy	7,906 +1,034	+15%	+$45.5K	0.01%	465
2022 Q4	$297K	Buy	6,872 +1,353	+25%	+$58.6K	0.01%	481
2022 Q3	$233K	Buy	+5,519	New	+$247K	0.01%	502

Other funds holding HYXF

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Congress Wealth Management's HYXF Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 17% in Q2 2025, buying an estimated $91.8K and bringing the position to 13,742 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #838.

Congress Wealth Management first reported a position in HYXF in Q3 2022 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold HYXF as of Q2 2025.

Congress Wealth Management held 13,742 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $653K as of Q2 2025.
Congress Wealth Management bought 1,979 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2025, an estimated $91.8K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #838 holding.
Congress Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.