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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
2025
Q4 		– Sell
-8,898
Closed -$423K – 826
2025
Q3 		$423K Buy
+8,898
New +$421K ﹤0.01% 542

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moneta Group Investment Advisors's HYXF Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2025, closing a stake of 8,898 shares — an estimated $423K sold.

Moneta Group Investment Advisors first reported a position in HYXF in Q3 2025 and held it in 1 quarter. The position peaked at $423K in Q3 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 8,898 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2025, an estimated $423K.
  • Moneta Group Investment Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $423K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.