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Van Hulzen Asset Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-694
Closed -$32.1K – 640
2024
Q4 		$32.1K Buy
+694
New +$32.4K ﹤0.01% 593
2022
Q2 		– Sell
-4,345
Closed -$211K – 307
2022
Q1 		$211K Buy
+4,345
New +$215K 0.02% 284

Other funds holding HYXF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BlackRock
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Van Hulzen Asset Management's HYXF Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2025, closing a stake of 694 shares — an estimated $32.1K sold.

Van Hulzen Asset Management first reported a position in HYXF in Q1 2022 and held it in 2 quarters. The position peaked at $211K in Q1 2022. 68 funds tracked by Wall St. Rank hold HYXF as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 694 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2025, an estimated $32.1K.
  • Van Hulzen Asset Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Van Hulzen Asset Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $211K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.