SM
HYXF icon

Sweeney & Michel’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Sweeney & Michel’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 		$239K Buy
5,152
+101
+2% +$4.71K 0.06% 147
2026
Q1 		$236K Buy
+5,051
New +$237K 0.07% 134

Other funds holding HYXF

LPL Financial
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweeney & Michel's HYXF Position: Q2 2026 in Review

Sweeney & Michel increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 2% in Q2 2026, buying an estimated $4.71K and bringing the position to 5,152 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #147.

Sweeney & Michel first reported a position in HYXF in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

  • Sweeney & Michel held 5,152 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $239K as of Q2 2026.
  • Sweeney & Michel bought 101 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.71K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.06% of Sweeney & Michel's portfolio in Q2 2026, its #147 holding.
  • Sweeney & Michel first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.