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Garton & Associates Financial Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Garton & Associates Financial Advisors’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
-210
Closed -$9.92K – 381
2025
Q4 		$9.92K Buy
+210
New +$9.91K 0.01% 834

Other funds holding HYXF

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CCM
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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 $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 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 $1.55T AUM 33.47% 1-Year Est. Return

Garton & Associates Financial Advisors's HYXF Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2026, closing a stake of 210 shares — an estimated $9.92K sold.

Garton & Associates Financial Advisors first reported a position in HYXF in Q4 2025 and held it in 1 quarter. The position peaked at $9.92K in Q4 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 210 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $9.92K.
  • Garton & Associates Financial Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $9.92K 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 Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.