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

Moneta Group 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	$234K	Buy	+5,016	New	+$234K	﹤0.01%	779
2025 Q4	–	Sell	-8,898	Closed	-$423K	–	826
2025 Q3	$423K	Buy	+8,898	New	+$421K	﹤0.01%	542

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

Moneta Group Investment Advisors's HYXF Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2026: 5,016 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in HYXF as recently as Q3 2025.

Moneta Group Investment Advisors first reported a position in HYXF in Q3 2025 and has held it in 2 quarters since. The position peaked at $423K in Q3 2025. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Moneta Group Investment Advisors held 5,016 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $234K as of Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF was a new Moneta Group Investment Advisors position in Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #779 holding.
Moneta Group Investment Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
Moneta Group Investment Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $423K in Q3 2025.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

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