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

Curtis Advisory Group’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	$219K	Buy	+4,695	New	+$219K	0.04%	116
2026 Q1	–	Sell	-5,160	Closed	-$244K	–	120
2025 Q4	$244K	Hold	5,160	–	–	0.05%	107
2025 Q3	$245K	Hold	5,160	–	–	0.06%	99
2025 Q2	$245K	Hold	5,160	–	–	0.06%	98
2025 Q1	$239K	Hold	5,160	–	–	0.07%	94
2024 Q4	$238K	Hold	5,160	–	–	0.06%	88
2024 Q3	$244K	Sell	5,160 -647	-11%	-$29.9K	0.07%	89
2024 Q2	$262K	Buy	5,807 +84	+1%	+$3.79K	0.09%	80
2024 Q1	$261K	Hold	5,723	–	–	0.1%	82
2023 Q4	$260K	Hold	5,723	–	–	0.12%	77
2023 Q3	$247K	Sell	5,723 -2,966	-34%	-$130K	0.08%	74
2023 Q2	$383K	Hold	8,689	–	–	0.12%	66
2023 Q1	$386K	Hold	8,689	–	–	0.14%	63
2022 Q4	$376K	Buy	+8,689	New	+$376K	0.15%	63

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

Curtis Advisory Group's HYXF Position: Q2 2026 in Review

Curtis Advisory Group opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2026: 4,695 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings. This is a return to the name: Curtis Advisory Group previously reported a position in HYXF as recently as Q4 2025.

Curtis Advisory Group first reported a position in HYXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $386K in Q1 2023. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Curtis Advisory Group held 4,695 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $219K as of Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF was a new Curtis Advisory Group position in Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.04% of Curtis Advisory Group's portfolio in Q2 2026, its #116 holding.
Curtis Advisory Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Curtis Advisory Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $386K in Q1 2023.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.