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HYXF icon

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
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
LPL Financial San Diego, California $376B 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 $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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