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

Horizons 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 		$60.2K Hold
1,299
– – 0.04% 93
2025
Q4 		$61.4K Hold
1,299
– – 0.04% 94
2025
Q3 		$61.7K Hold
1,299
– – 0.04% 96
2025
Q2 		$61.7K Hold
1,299
– – 0.04% 93
2025
Q1 		$60.2K Hold
1,299
– – 0.04% 91
2024
Q4 		$60K Hold
1,299
– – 0.05% 88
2024
Q3 		$61.5K Hold
1,299
– – 0.05% 91
2024
Q2 		$59.4K Hold
1,299
– – 0.05% 93
2024
Q1 		$59.1K Hold
1,299
– – 0.04% 84
2023
Q4 		$59.1K Hold
1,299
– – 0.04% 84
2023
Q3 		$56.1K Sell
1,299
-340
-21% -$14.9K 0.04% 84
2023
Q2 		$72.2K Hold
1,639
– – 0.05% 84
2023
Q1 		$72.7K Hold
1,639
– – 0.05% 75
2022
Q4 		$71K Sell
1,639
-976
-37% -$42.3K 0.06% 74
2022
Q3 		$110K Sell
2,615
-7
-0.3% -$313 0.1% 60
2022
Q2 		$121K Buy
+2,622
New +$120K 0.1% 60

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 $71.6B AUM 21.08% 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 $49B AUM 17.78% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizons Wealth Management's HYXF Position: Q1 2026 in Review

Horizons Wealth Management held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q1 2026 at 1,299 shares worth $60.2K. The position accounts for 0.04% of the portfolio, ranked #93.

Horizons Wealth Management first reported a position in HYXF in Q2 2022 and has held it in 16 quarters since. The position peaked at $121K in Q2 2022. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Horizons Wealth Management held 1,299 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $60.2K as of Q1 2026.
  • Horizons Wealth Management left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.04% of Horizons Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Horizons Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $121K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.