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AE Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

AE Wealth 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
Q1 		$46.8K Sell
1,011
-340
-25% -$16K ﹤0.01% 1974
2025
Q4 		$63.8K Sell
1,351
-1,200
-47% -$56.6K ﹤0.01% 1799
2025
Q3 		$121K Buy
2,551
+389
+18% +$18.4K ﹤0.01% 1513
2025
Q2 		$103K Buy
2,162
+197
+10% +$9.13K ﹤0.01% 1473
2025
Q1 		$91K Sell
1,965
-68
-3% -$3.17K ﹤0.01% 1465
2024
Q4 		$93.9K Buy
+2,033
New +$95K ﹤0.01% 1446
2023
Q2 		– Sell
-45,848
Closed -$2.03M – 1976
2023
Q1 		$2.03M Buy
45,848
+347
+0.8% +$15.3K 0.01% 791
2022
Q4 		$1.97M Buy
45,501
+4,226
+10% +$183K 0.01% 758
2022
Q3 		$1.74M Buy
41,275
+5,158
+14% +$231K 0.01% 748
2022
Q2 		$1.57M Buy
36,117
+2,922
+9% +$134K 0.01% 744
2022
Q1 		$1.61M Buy
33,195
+7,163
+28% +$354K 0.01% 757
2021
Q4 		$1.34M Buy
26,032
+4,377
+20% +$226K 0.01% 827
2021
Q3 		$1.13M Buy
21,655
+2,082
+11% +$109K 0.01% 829
2021
Q2 		$1.03M Buy
19,573
+3,581
+22% +$187K 0.01% 829
2021
Q1 		$832K Buy
15,992
+23
+0.1% +$1.2K 0.01% 835
2020
Q4 		$841K Buy
15,969
+732
+5% +$38K 0.01% 770
2020
Q3 		$776K Buy
15,237
+999
+7% +$50.9K 0.01% 707
2020
Q2 		$705K Buy
+14,238
New +$698K 0.01% 731

Other funds holding HYXF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's HYXF Position: Q1 2026 in Review

AE Wealth Management reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 25% in Q1 2026, selling an estimated $16K and leaving 1,011 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

AE Wealth Management first reported a position in HYXF in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.03M in Q1 2023. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • AE Wealth Management held 1,011 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $46.8K as of Q1 2026.
  • AE Wealth Management sold 340 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $16K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1974 holding.
  • AE Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • AE Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $2.03M in Q1 2023.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.