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

Financial Connections 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	$1.36M	Sell	29,454 -1,739	-6%	-$81.7K	0.47%	34
2025 Q4	$1.47M	Buy	+31,193	New	+$1.47M	0.51%	33
2024 Q2	–	Sell	-1,360	Closed	-$63K	–	336
2024 Q1	$63K	Sell	1,360 -134	-9%	-$6.08K	0.07%	51
2023 Q4	$67K	Sell	1,494 -97	-6%	-$4.24K	0.04%	88
2023 Q3	$68K	Buy	1,591 +334	+27%	+$14.7K	0.08%	57
2023 Q2	$55K	Sell	1,257 -142	-10%	-$6.23K	0.04%	103
2023 Q1	$62K	Buy	+1,399	New	+$61.6K	0.04%	78

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

Financial Connections Group's HYXF Position: Q1 2026 in Review

Financial Connections Group reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 5.6% in Q1 2026, selling an estimated $81.7K and leaving 29,454 shares worth $1.36M. The position accounts for 0.47% of the portfolio, ranked #34.

Financial Connections Group first reported a position in HYXF in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Financial Connections Group held 29,454 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $1.36M as of Q1 2026.
Financial Connections Group sold 1,739 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $81.7K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.47% of Financial Connections Group's portfolio in Q1 2026, its #34 holding.
Financial Connections Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
Financial Connections Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $1.47M in Q4 2025.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.