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Mason & Associates (California)’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Mason & Associates (California)’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 		$763K Sell
16,325
-215
-1% -$10K 0.12% 91
2026
Q1 		$760K Buy
16,540
+9,542
+136% +$448K 0.15% 83
2025
Q4 		$331K Buy
6,998
+435
+7% +$20.5K 0.06% 126
2025
Q3 		$312K Buy
6,563
+105
+2% +$4.96K 0.06% 106
2025
Q2 		$307K Sell
6,458
-14
-0.2% -$649 0.07% 96
2025
Q1 		$300K Buy
+6,472
New +$301K 0.07% 87

Other funds holding HYXF

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Mason & Associates (California)'s HYXF Position: Q2 2026 in Review

Mason & Associates (California) reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 1.3% in Q2 2026, selling an estimated $10K and leaving 16,325 shares worth $763K. The position accounts for 0.12% of the portfolio, ranked #91.

Mason & Associates (California) first reported a position in HYXF in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

  • Mason & Associates (California) held 16,325 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $763K as of Q2 2026.
  • Mason & Associates (California) sold 215 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.12% of Mason & Associates (California)'s portfolio in Q2 2026, its #91 holding.
  • Mason & Associates (California) first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.