Retirement Capital Strategies’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Retirement Capital Strategies’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 Q1	–	Sell	-129,938	Closed	-$6M	–	83
2024 Q4	$6M	Buy	+129,938	New	+$6.07M	2.27%	13
2024 Q3	–	Sell	-24,027	Closed	-$1.09M	–	72
2024 Q2	$1.09M	Buy	24,027 +384	+2%	+$17.3K	0.44%	39
2024 Q1	$1.08M	Buy	+23,643	New	+$1.07M	0.44%	40
2022 Q3	–	Sell	-13,173	Closed	-$573K	–	58
2022 Q2	$573K	Buy	13,173 +17	+0.1%	+$779	0.26%	37
2022 Q1	$621K	Buy	+13,156	New	+$650K	0.25%	35
2021 Q4	–	Sell	-8,070	Closed	-$422K	–	81
2021 Q3	$422K	Buy	+8,070	New	+$424K	0.16%	51
2021 Q1	–	Sell	-36,976	Closed	-$1.95M	–	82
2020 Q4	$1.95M	Buy	36,976 +26,311	+247%	+$1.37M	0.79%	31
2020 Q3	$546K	Buy	+10,665	New	+$544K	0.25%	40

Other funds holding HYXF

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Retirement Capital Strategies's HYXF Position: Q1 2025 in Review

Retirement Capital Strategies sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2025, closing a stake of 129,938 shares — an estimated $6M sold.

Retirement Capital Strategies first reported a position in HYXF in Q3 2020 and held it in 8 quarters. The position peaked at $6M in Q4 2024. 68 funds tracked by Wall St. Rank hold HYXF as of Q1 2025.

Retirement Capital Strategies reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Retirement Capital Strategies sold 129,938 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2025, an estimated $6M.
Retirement Capital Strategies first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Retirement Capital Strategies's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $6M in Q4 2024.
68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.