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

MAI 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
2026 Q2	–	Sell	-1,449	Closed	-$67.1K	–	3282
2026 Q1	$67.1K	Buy	1,449 +14	+1%	+$658	﹤0.01%	2058
2025 Q4	$67.8K	Sell	1,435 -29	-2%	-$1.37K	﹤0.01%	1848
2025 Q3	$69.5K	Buy	1,464 +21	+1%	+$992	﹤0.01%	1752
2025 Q2	$68.5K	Buy	1,443 +23	+2%	+$1.07K	﹤0.01%	1677
2025 Q1	$65.8K	Sell	1,420 -98	-6%	-$4.56K	﹤0.01%	1607
2024 Q4	$70.1K	Buy	+1,518	New	+$70.9K	﹤0.01%	1597

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

MAI Capital Management's HYXF Position: Q2 2026 in Review

MAI Capital Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2026, closing a stake of 1,449 shares — an estimated $67.1K sold.

MAI Capital Management first reported a position in HYXF in Q4 2024 and held it in 6 quarters. The position peaked at $70.1K in Q4 2024. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

MAI Capital Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,449 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $67.1K.
MAI Capital Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $70.1K in Q4 2024.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.