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

Financial Gravity 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
Q1 		$234K Sell
5,060
-53
-1% -$2.49K 0.04% 148
2025
Q4 		$242K Buy
5,113
+26
+0.5% +$1.23K 0.05% 116
2025
Q3 		$242K Buy
+5,087
New +$240K 0.05% 131
2025
Q1 		$243K Buy
+5,251
New +$245K 0.05% 138
2024
Q2 		$557K Buy
+12,321
New +$555K 0.14% 80

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

Financial Gravity Asset Management's HYXF Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 1% in Q1 2026, selling an estimated $2.49K and leaving 5,060 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #148.

Financial Gravity Asset Management first reported a position in HYXF in Q2 2024 and has held it in 5 quarters since. The position peaked at $557K in Q2 2024. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Financial Gravity Asset Management held 5,060 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $234K as of Q1 2026.
  • Financial Gravity Asset Management sold 53 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.49K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.04% of Financial Gravity Asset Management's portfolio in Q1 2026, its #148 holding.
  • Financial Gravity Asset Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $557K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.