Curtis Advisory Group’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Curtis Advisory Group’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	-5,160	Closed	-$244K	–	120
2025 Q4	$244K	Hold	5,160	–	–	0.05%	107
2025 Q3	$245K	Hold	5,160	–	–	0.06%	99
2025 Q2	$245K	Hold	5,160	–	–	0.06%	98
2025 Q1	$239K	Hold	5,160	–	–	0.07%	94
2024 Q4	$238K	Hold	5,160	–	–	0.06%	88
2024 Q3	$244K	Sell	5,160 -647	-11%	-$29.9K	0.07%	89
2024 Q2	$262K	Buy	5,807 +84	+1%	+$3.79K	0.09%	80
2024 Q1	$261K	Hold	5,723	–	–	0.1%	82
2023 Q4	$260K	Hold	5,723	–	–	0.12%	77
2023 Q3	$247K	Sell	5,723 -2,966	-34%	-$130K	0.08%	74
2023 Q2	$383K	Hold	8,689	–	–	0.12%	66
2023 Q1	$386K	Hold	8,689	–	–	0.14%	63
2022 Q4	$376K	Buy	+8,689	New	+$376K	0.15%	63

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 $71.6B AUM 21.08% 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 $49B AUM 17.78% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

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

Curtis Advisory Group's HYXF Position: Q1 2026 in Review

Curtis Advisory Group sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2026, closing a stake of 5,160 shares — an estimated $244K sold.

Curtis Advisory Group first reported a position in HYXF in Q4 2022 and held it in 13 quarters. The position peaked at $386K in Q1 2023. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Curtis Advisory Group reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Curtis Advisory Group sold 5,160 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $244K.
Curtis Advisory Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
Curtis Advisory Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $386K 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 Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.