Envestnet Asset Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Envestnet Asset 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	$1.06M	Buy	22,672 +1,487	+7%	+$69.3K	﹤0.01%	3599
2026 Q1	$981K	Buy	21,185 +6,415	+43%	+$301K	﹤0.01%	3479
2025 Q4	$698K	Sell	14,770 -7,476	-34%	-$353K	﹤0.01%	3478
2025 Q3	$1.06M	Buy	22,246 +703	+3%	+$33.2K	﹤0.01%	3297
2025 Q2	$1.02M	Buy	21,543 +1,402	+7%	+$65K	﹤0.01%	3271
2025 Q1	$933K	Sell	20,141 -954	-5%	-$44.4K	﹤0.01%	3255
2024 Q4	$974K	Sell	21,095 -3,335	-14%	-$156K	﹤0.01%	3189
2024 Q3	$1.16M	Buy	24,430 +325	+1%	+$15K	﹤0.01%	3030
2024 Q2	$1.09M	Buy	24,105 +1,621	+7%	+$73.1K	﹤0.01%	2978
2024 Q1	$1.03M	Sell	22,484 -1,029	-4%	-$46.7K	﹤0.01%	3013
2023 Q4	$1.07M	Sell	23,513 -4,205	-15%	-$184K	﹤0.01%	2896
2023 Q3	$1.2M	Buy	27,718 +5,604	+25%	+$246K	﹤0.01%	2679
2023 Q2	$975K	Sell	22,114 -6,155	-22%	-$270K	﹤0.01%	2766
2023 Q1	$1.25M	Sell	28,269 -5,567	-16%	-$245K	﹤0.01%	2507
2022 Q4	$1.46M	Buy	33,836 +288	+0.9%	+$12.5K	﹤0.01%	2377
2022 Q3	$1.41M	Buy	33,548 +844	+3%	+$37.8K	﹤0.01%	2298
2022 Q2	$1.42M	Sell	32,704 -227,687	-87%	-$10.4M	﹤0.01%	2334
2022 Q1	$12.7M	Buy	260,391 +224,495	+625%	+$11.1M	0.01%	1086
2021 Q4	$1.85M	Buy	35,896 +301	+0.8%	+$15.6K	﹤0.01%	2234
2021 Q3	$1.86M	Buy	35,595 +1,565	+5%	+$82.2K	﹤0.01%	2132
2021 Q2	$1.79M	Buy	34,030 +7,964	+31%	+$415K	﹤0.01%	2133
2021 Q1	$1.35M	Buy	+26,066	New	+$1.36M	﹤0.01%	2192
2020 Q1	–	Sell	-5,577	Closed	-$291K	–	3047
2019 Q4	$291K	Buy	+5,577	New	+$289K	﹤0.01%	2747

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

Envestnet Asset Management's HYXF Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 7% in Q2 2026, buying an estimated $69.3K and bringing the position to 22,672 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Envestnet Asset Management first reported a position in HYXF in Q4 2019 and has held it in 23 quarters since. The position peaked at $12.7M in Q1 2022. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Envestnet Asset Management held 22,672 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $1.06M as of Q2 2026.
Envestnet Asset Management bought 1,487 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $69.3K.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3599 holding.
Envestnet Asset Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
Envestnet Asset Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $12.7M in Q1 2022.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.