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Walkner Condon Financial Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Walkner Condon Financial Advisors’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 		$344K Sell
7,356
-105
-1% -$4.9K 0.04% 241
2026
Q1 		$346K Buy
7,461
+139
+2% +$6.53K 0.05% 223
2025
Q4 		$346K Sell
7,322
-98
-1% -$4.63K 0.05% 219
2025
Q3 		$352K Sell
7,420
-2,781
-27% -$131K 0.06% 217
2025
Q2 		$485K Sell
10,201
-8,748
-46% -$406K 0.09% 164
2025
Q1 		$878K Sell
18,949
-1,260
-6% -$58.7K 0.18% 99
2024
Q4 		$934K Sell
20,209
-2,983
-13% -$139K 0.19% 100
2024
Q3 		$1.1M Sell
23,192
-6,317
-21% -$292K 0.22% 93
2024
Q2 		$1.33M Buy
29,509
+3,462
+13% +$156K 0.29% 77
2024
Q1 		$1.19M Sell
26,047
-1,905
-7% -$86.5K 0.25% 87
2023
Q4 		$1.27M Buy
27,952
+910
+3% +$39.7K 0.29% 79
2023
Q3 		$1.17M Buy
27,042
+1,215
+5% +$53.3K 0.31% 72
2023
Q2 		$1.14M Buy
25,827
+717
+3% +$31.4K 0.3% 75
2023
Q1 		$1.11M Buy
25,110
+3,283
+15% +$144K 0.31% 74
2022
Q4 		$943K Buy
21,827
+2,446
+13% +$106K 0.28% 78
2022
Q3 		$818K Buy
19,381
+1,520
+9% +$68K 0.26% 81
2022
Q2 		$778K Buy
17,861
+6,233
+54% +$286K 0.24% 87
2022
Q1 		$565K Buy
+11,628
New +$575K 0.16% 116
2021
Q3 		– Sell
-9,437
Closed -$495K – 160
2021
Q2 		$495K Buy
+9,437
New +$492K 0.18% 101

Other funds holding HYXF

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Walkner Condon Financial Advisors's HYXF Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 1.4% in Q2 2026, selling an estimated $4.9K and leaving 7,356 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #241.

Walkner Condon Financial Advisors first reported a position in HYXF in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q2 2024. 29 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

  • Walkner Condon Financial Advisors held 7,356 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $344K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 105 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.9K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #241 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Walkner Condon Financial Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $1.33M in Q2 2024.
  • 29 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.