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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
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Investment Management's HYXF Position: Q1 2026 in Review

Marshall Investment Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 0.83% in Q1 2026, buying an estimated $2.16K and bringing the position to 5,591 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #70.

Marshall Investment Management first reported a position in HYXF in Q1 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Marshall Investment Management held 5,591 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $259K as of Q1 2026.
  • Marshall Investment Management bought 46 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.16K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.12% of Marshall Investment Management's portfolio in Q1 2026, its #70 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 4 quarters since.
  • Marshall Investment Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $262K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.