Milestone Investment Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Milestone Investment Advisors’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	$218K	Sell	4,676 -99	-2%	-$4.62K	0.05%	87
2026 Q1	$221K	Sell	4,775 -217	-4%	-$10.2K	0.05%	85
2025 Q4	$236K	Sell	4,992 -65	-1%	-$3.07K	0.06%	81
2025 Q3	$240K	Sell	5,057 -317	-6%	-$15K	0.06%	78
2025 Q2	$255K	Sell	5,374 -15	-0.3%	-$695	0.07%	75
2025 Q1	$250K	Sell	5,389 -4	-0.1%	-$186	0.07%	73
2024 Q4	$249K	Buy	5,393 +1,354	+34%	+$63.3K	0.07%	74
2024 Q3	$191K	Buy	4,039 +329	+9%	+$15.2K	0.05%	81
2024 Q2	$168K	Hold	3,710	–	–	0.04%	80
2024 Q1	$170K	Sell	3,710 -45	-1%	-$2.04K	0.05%	77
2023 Q4	$171K	Buy	3,755 +110	+3%	+$4.8K	0.05%	74
2023 Q3	$157K	Sell	3,645 -1,330	-27%	-$58.3K	0.04%	119
2023 Q2	$219K	Buy	4,975 +155	+3%	+$6.8K	0.07%	68
2023 Q1	$214K	Buy	4,820 +1,775	+58%	+$78.1K	0.07%	101
2022 Q4	$132K	Buy	+3,045	New	+$132K	0.05%	71

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

Milestone Investment Advisors's HYXF Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 2.1% in Q2 2026, selling an estimated $4.62K and leaving 4,676 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #87.

Milestone Investment Advisors first reported a position in HYXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $255K in Q2 2025. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Milestone Investment Advisors held 4,676 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $218K as of Q2 2026.
Milestone Investment Advisors sold 99 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.62K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.05% of Milestone Investment Advisors's portfolio in Q2 2026, its #87 holding.
Milestone Investment Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $255K in Q2 2025.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

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