Financial Network Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Financial Network Wealth Management’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	$1.11M	Sell	24,007 -933	-4%	-$43.8K	0.35%	42
2025 Q4	$1.18M	Sell	24,940 -197	-0.8%	-$9.3K	0.36%	41
2025 Q3	$1.19M	Buy	+25,137	New	+$1.19M	0.37%	40
2025 Q1	$2.81M	Sell	60,739 -31,892	-34%	-$1.49M	0.99%	20
2024 Q4	$4.28M	Buy	92,631 +5,741	+7%	+$268K	1.53%	13
2024 Q3	$4.11M	Buy	86,890 +5,500	+7%	+$254K	1.47%	13
2024 Q2	$3.68M	Buy	81,390 +2,810	+4%	+$127K	1.4%	15
2024 Q1	$3.55M	Buy	78,580 +6,871	+10%	+$312K	1.68%	15
2023 Q4	$3.26M	Buy	71,709 +126	+0.2%	+$5.5K	1.41%	16
2023 Q3	$3.07M	Buy	71,583 +7,964	+13%	+$349K	1.5%	15
2023 Q2	$2.82M	Sell	63,619 -3,936	-6%	-$173K	1.3%	16
2023 Q1	$3M	Buy	67,555 +2,709	+4%	+$119K	1.48%	16
2022 Q4	$2.8M	Buy	64,846 +3,342	+5%	+$145K	1.52%	16
2022 Q3	$2.59M	Buy	+61,504	New	+$2.75M	1.62%	16

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 $79.5B AUM 27.1% 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 $58.2B AUM 22.78% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

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

Financial Network Wealth Management's HYXF Position: Q1 2026 in Review

Financial Network Wealth Management reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 3.7% in Q1 2026, selling an estimated $43.8K and leaving 24,007 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #42.

Financial Network Wealth Management first reported a position in HYXF in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.28M in Q4 2024. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Financial Network Wealth Management held 24,007 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $1.11M as of Q1 2026.
Financial Network Wealth Management sold 933 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $43.8K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.35% of Financial Network Wealth Management's portfolio in Q1 2026, its #42 holding.
Financial Network Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2022 and has held it in 14 quarters since.
Financial Network Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $4.28M in Q4 2024.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.