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

Financial Gravity Companies’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	$239K	Buy	+5,118	New	+$239K	0.04%	150
2025 Q2	$252K	Buy	+5,310	New	+$246K	0.05%	142
2024 Q4	$242K	Buy	5,231 +41	+0.8%	+$1.92K	0.06%	128
2024 Q3	$246K	Buy	+5,190	New	+$240K	0.07%	84

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

Financial Gravity Companies's HYXF Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2026: 5,118 shares worth $239K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HYXF as recently as Q2 2025.

Financial Gravity Companies first reported a position in HYXF in Q3 2024 and has held it in 4 quarters since. The position peaked at $252K in Q2 2025. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Financial Gravity Companies held 5,118 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $239K as of Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2026, its #150 holding.
Financial Gravity Companies first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
Financial Gravity Companies's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $252K in Q2 2025.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.