Allworth Financial’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Allworth Financial’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	–	Sell	-18	Closed	-$851	–	5263
2025 Q4	$851	Hold	18	–	–	﹤0.01%	4404
2025 Q3	$855	Hold	18	–	–	﹤0.01%	4300
2025 Q2	$855	Hold	18	–	–	﹤0.01%	3999
2025 Q1	$830	Hold	18	–	–	﹤0.01%	3528
2024 Q4	$841	Hold	18	–	–	﹤0.01%	3455
2024 Q3	$853	Hold	18	–	–	﹤0.01%	3276
2024 Q2	$824	Hold	18	–	–	﹤0.01%	3234
2024 Q1	$823	Sell	18 -1	-5%	-$45	﹤0.01%	3142
2023 Q4	$864	Sell	19 -4,878	-100%	-$213K	﹤0.01%	2994
2023 Q3	$212K	Buy	+4,897	New	+$215K	﹤0.01%	670

Other funds holding HYXF

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial's HYXF Position: Q1 2026 in Review

Allworth Financial sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2026, closing a stake of 18 shares — an estimated $851 sold.

Allworth Financial first reported a position in HYXF in Q3 2023 and held it in 10 quarters. The position peaked at $212K in Q3 2023. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Allworth Financial reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 18 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $851.
Allworth Financial first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2023 and held it in 10 quarters.
Allworth Financial's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $212K in Q3 2023.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.