Gladstone Institutional Advisory’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Gladstone Institutional Advisory’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	$215K	Hold	4,648	–	–	0.01%	783
2025 Q4	$220K	Hold	4,648	–	–	0.01%	731
2025 Q3	$221K	Hold	4,648	–	–	0.01%	734
2025 Q2	$221K	Hold	4,648	–	–	0.01%	686
2025 Q1	$215K	Sell	4,648 -142	-3%	-$6.61K	0.01%	673
2024 Q4	$221K	Buy	+4,790	New	+$224K	0.01%	652

Other funds holding HYXF

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gladstone Institutional Advisory's HYXF Position: Q1 2026 in Review

Gladstone Institutional Advisory held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q1 2026 at 4,648 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #783.

Gladstone Institutional Advisory first reported a position in HYXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $221K in Q4 2024. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Gladstone Institutional Advisory held 4,648 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $215K as of Q1 2026.
Gladstone Institutional Advisory left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #783 holding.
Gladstone Institutional Advisory first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Gladstone Institutional Advisory's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $221K in Q4 2024.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.