Marshall Investment Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Marshall Investment 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	$295K	Buy	6,313 +722	+13%	+$33.7K	0.12%	68
2026 Q1	$259K	Buy	5,591 +46	+0.8%	+$2.16K	0.12%	70
2025 Q4	$262K	Buy	5,545 +389	+8%	+$18.4K	0.13%	68
2025 Q3	$245K	Buy	+5,156	New	+$244K	0.13%	67
2025 Q2	–	Sell	-4,813	Closed	-$223K	–	110
2025 Q1	$223K	Buy	+4,813	New	+$224K	0.14%	68

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

Marshall Investment Management's HYXF Position: Q2 2026 in Review

Marshall Investment Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 13% in Q2 2026, buying an estimated $33.7K and bringing the position to 6,313 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #68.

Marshall Investment Management first reported a position in HYXF in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Marshall Investment Management held 6,313 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $295K as of Q2 2026.
Marshall Investment Management bought 722 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $33.7K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.12% of Marshall Investment Management's portfolio in Q2 2026, its #68 holding.
Marshall Investment Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

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