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 Q3	$212K	Hold	4,695	–	–	0.04%	118
2026 Q2	$219K	Buy	+4,695	New	+$219K	0.04%	116
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 $468B AUM 17.69% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Curtis Advisory Group's HYXF Position: Q3 2026 in Review

Curtis Advisory Group held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q3 2026 at 4,695 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #118.

Curtis Advisory Group first reported a position in HYXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $386K in Q1 2023. 46 funds tracked by Wall St. Rank hold HYXF as of Q3 2026.

Curtis Advisory Group held 4,695 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $212K as of Q3 2026.
Curtis Advisory Group left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q3 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.04% of Curtis Advisory Group's portfolio in Q3 2026, its #118 holding.
Curtis Advisory Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Curtis Advisory Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $386K in Q1 2023.
46 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.