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 Q3	$234K	Buy	5,178 +26	+0.5%	+$1.2K	0.06%	146
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sweeney & Michel's HYXF Position: Q3 2026 in Review

Sweeney & Michel increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 0.5% in Q3 2026, buying an estimated $1.2K and bringing the position to 5,178 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #146.

Sweeney & Michel first reported a position in HYXF in Q1 2026 and has held it in 3 quarters since. The position peaked at $239K in Q2 2026. 46 funds tracked by Wall St. Rank hold HYXF as of Q3 2026.

Sweeney & Michel held 5,178 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $234K as of Q3 2026.
Sweeney & Michel bought 26 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.2K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.06% of Sweeney & Michel's portfolio in Q3 2026, its #146 holding.
Sweeney & Michel first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
Sweeney & Michel's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $239K in Q2 2026.
46 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.