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Cedar Cove Wealth Partners’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Cedar Cove Wealth Partners’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 		$330K Buy
7,129
+581
+9% +$27.3K 0.17% 73
2025
Q4 		$309K Buy
+6,548
New +$309K 0.16% 74

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LPL Financial
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CCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $49B AUM 17.78% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Cove Wealth Partners's HYXF Position: Q1 2026 in Review

Cedar Cove Wealth Partners increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 8.9% in Q1 2026, buying an estimated $27.3K and bringing the position to 7,129 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #73.

Cedar Cove Wealth Partners first reported a position in HYXF in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Cedar Cove Wealth Partners held 7,129 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $330K as of Q1 2026.
  • Cedar Cove Wealth Partners bought 581 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $27.3K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.17% of Cedar Cove Wealth Partners's portfolio in Q1 2026, its #73 holding.
  • Cedar Cove Wealth Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.