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 Q2	$207K	Sell	4,435 -2,892	-39%	-$135K	﹤0.01%	1491
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 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

EP Wealth Advisors's HYXF Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 39% in Q2 2026, selling an estimated $135K and leaving 4,435 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

EP Wealth Advisors first reported a position in HYXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $725K in Q4 2025. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

EP Wealth Advisors held 4,435 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $207K as of Q2 2026.
EP Wealth Advisors sold 2,892 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $135K.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1491 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 3 quarters since.
EP Wealth Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $725K in Q4 2025.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.