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Diversified Enterprises’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Diversified Enterprises’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 		$428K Buy
9,235
+719
+8% +$33.8K 0.02% 265
2025
Q4 		$402K Buy
8,516
+256
+3% +$12.1K 0.02% 247
2025
Q3 		$392K Buy
8,260
+797
+11% +$37.7K 0.03% 194
2025
Q2 		$354K Buy
+7,463
New +$346K 0.03% 206

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

Diversified Enterprises's HYXF Position: Q1 2026 in Review

Diversified Enterprises increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 8.4% in Q1 2026, buying an estimated $33.8K and bringing the position to 9,235 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #265.

Diversified Enterprises first reported a position in HYXF in Q2 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Diversified Enterprises held 9,235 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $428K as of Q1 2026.
  • Diversified Enterprises bought 719 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $33.8K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #265 holding.
  • Diversified Enterprises first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.