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EP Wealth Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

EP Wealth Advisors’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
Q1 		$339K Sell
7,327
-8,017
-52% -$377K ﹤0.01% 1089
2025
Q4 		$725K Buy
+15,344
New +$724K ﹤0.01% 718

Other funds holding HYXF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's HYXF Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 52% in Q1 2026, selling an estimated $377K and leaving 7,327 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

EP Wealth Advisors first reported a position in HYXF in Q4 2025 and has held it in 2 quarters since. The position peaked at $725K in Q4 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • EP Wealth Advisors held 7,327 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $339K as of Q1 2026.
  • EP Wealth Advisors sold 8,017 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $377K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1089 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $725K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.