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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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Gravity Companies's HYXF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2025: 5,310 shares worth $252K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HYXF as recently as Q4 2024.

Financial Gravity Companies first reported a position in HYXF in Q3 2024 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold HYXF as of Q2 2025.

  • Financial Gravity Companies held 5,310 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $252K as of Q2 2025.
  • iShares ESG Advanced High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.05% of Financial Gravity Companies's portfolio in Q2 2025, its #142 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 3 quarters since.
  • 68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.