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Triumph Capital Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Triumph Capital Management’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 		$30.4K Buy
650
+159
+32% +$7.42K 0.01% 816
2026
Q1 		$22.7K Buy
491
+61
+14% +$2.87K ﹤0.01% 848
2025
Q4 		$20.3K Buy
+430
New +$20.3K ﹤0.01% 865

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

Triumph Capital Management's HYXF Position: Q2 2026 in Review

Triumph Capital Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 32% in Q2 2026, buying an estimated $7.42K and bringing the position to 650 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #816.

Triumph Capital Management first reported a position in HYXF in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

  • Triumph Capital Management held 650 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $30.4K as of Q2 2026.
  • Triumph Capital Management bought 159 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.42K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #816 holding.
  • Triumph Capital Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.