Modern Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Modern Wealth 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	$1.35M	Buy	28,835 +3,337	+13%	+$156K	0.02%	455
2026 Q1	$1.18M	Buy	25,498 +18,380	+258%	+$864K	0.02%	387
2025 Q4	$336K	Buy	+7,118	New	+$336K	0.01%	650

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

Modern Wealth Management's HYXF Position: Q2 2026 in Review

Modern Wealth Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 13% in Q2 2026, buying an estimated $156K and bringing the position to 28,835 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #455.

Modern Wealth Management first reported a position in HYXF in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Modern Wealth Management held 28,835 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $1.35M as of Q2 2026.
Modern Wealth Management bought 3,337 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $156K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #455 holding.
Modern Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

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