PFS Partners’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

PFS Partners’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	$35.5K	Buy	759 +9	+1%	+$420	0.01%	246
2026 Q1	$34.7K	Buy	750 +118	+19%	+$5.54K	0.02%	225
2025 Q4	$29.8K	Buy	632 +468	+285%	+$22.1K	0.01%	234
2025 Q3	$7.8K	Buy	164 +2	+1%	+$95	﹤0.01%	373
2025 Q2	$7.69K	Sell	162 -6	-4%	-$278	﹤0.01%	344
2025 Q1	$7.79K	Buy	168 +2	+1%	+$93	﹤0.01%	312
2024 Q4	$7.69K	Buy	166 +3	+2%	+$140	﹤0.01%	312
2024 Q3	$7.71K	Buy	163 +3	+2%	+$139	﹤0.01%	309
2024 Q2	$7.24K	Buy	160 +2	+1%	+$90	﹤0.01%	301
2024 Q1	$7.2K	Buy	+158	New	+$7.17K	﹤0.01%	309

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

PFS Partners's HYXF Position: Q2 2026 in Review

PFS Partners increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 1.2% in Q2 2026, buying an estimated $420 and bringing the position to 759 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #246.

PFS Partners first reported a position in HYXF in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

PFS Partners held 759 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $35.5K as of Q2 2026.
PFS Partners bought 9 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $420.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.01% of PFS Partners's portfolio in Q2 2026, its #246 holding.
PFS Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.