Integrated Wealth Concepts’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Integrated Wealth Concepts’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	$60.2K	Buy	+1,289	New	+$60.1K	﹤0.01%	3216

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

Integrated Wealth Concepts's HYXF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2026: 1,289 shares worth $60.2K. The stake represents ﹤0.01% of the portfolio and ranks #3216 among its holdings.

86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Integrated Wealth Concepts held 1,289 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $60.2K as of Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3216 holding.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.