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Howland Capital Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Howland Capital 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
2025
Q1 		– Sell
-58,850
Closed -$2.72M – 272
2024
Q4 		$2.72M Buy
58,850
+30,350
+106% +$1.42M 0.12% 92
2024
Q3 		$1.35M Buy
+28,500
New +$1.32M 0.06% 134

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SWM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Howland Capital Management's HYXF Position: Q1 2025 in Review

Howland Capital Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2025, closing a stake of 58,850 shares — an estimated $2.72M sold.

Howland Capital Management first reported a position in HYXF in Q3 2024 and held it in 2 quarters. The position peaked at $2.72M in Q4 2024. 68 funds tracked by Wall St. Rank hold HYXF as of Q1 2025.

  • Howland Capital Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Howland Capital Management sold 58,850 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2025, an estimated $2.72M.
  • Howland Capital Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Howland Capital Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $2.72M in Q4 2024.
  • 68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2025.

Based on Howland Capital Management's 13F filing for Q1 2025, filed 8 May 2025.