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

Continuum 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
2025 Q2	–	Sell	-2,315	Closed	-$107K	–	929
2025 Q1	$107K	Buy	2,315 +1	+0%	+$47	0.01%	509
2024 Q4	$107K	Hold	2,314	–	–	0.01%	503
2024 Q3	$108K	Buy	2,314 +11	+0.5%	+$508	0.01%	507
2024 Q2	$104K	Sell	2,303 -4	-0.2%	-$180	0.02%	480
2024 Q1	$104K	Buy	+2,307	New	+$105K	0.02%	476

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

Continuum Advisory's HYXF Position: Q2 2025 in Review

Continuum Advisory sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2025, closing a stake of 2,315 shares — an estimated $107K sold.

Continuum Advisory first reported a position in HYXF in Q1 2024 and held it in 5 quarters. The position peaked at $108K in Q3 2024. 68 funds tracked by Wall St. Rank hold HYXF as of Q2 2025.

Continuum Advisory reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 2,315 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2025, an estimated $107K.
Continuum Advisory first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Continuum Advisory's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $108K in Q3 2024.
68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.