Diversified Enterprises’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Diversified Enterprises’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	$434K	Buy	9,623 +414	+4%	+$19.1K	0.02%	290
2026 Q2	$430K	Sell	9,209 -26	-0.3%	-$1.21K	0.02%	269
2026 Q1	$428K	Buy	9,235 +719	+8%	+$33.8K	0.02%	265
2025 Q4	$402K	Buy	8,516 +256	+3%	+$12.1K	0.02%	247
2025 Q3	$392K	Buy	8,260 +797	+11%	+$37.7K	0.03%	194
2025 Q2	$354K	Buy	+7,463	New	+$346K	0.03%	206

Other funds holding HYXF

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Diversified Enterprises's HYXF Position: Q3 2026 in Review

Diversified Enterprises increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 4.5% in Q3 2026, buying an estimated $19.1K and bringing the position to 9,623 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #290.

Diversified Enterprises first reported a position in HYXF in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold HYXF as of Q3 2026.

Diversified Enterprises held 9,623 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $434K as of Q3 2026.
Diversified Enterprises bought 414 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2026, an estimated $19.1K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #290 holding.
Diversified Enterprises first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.