Jones Financial Companies
HYXF icon

Jones Financial Companies’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Jones Financial Companies’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 		$400K Buy
8,717
+3,633
+71% +$171K ﹤0.01% 2145
2025
Q4 		$240K Buy
5,084
+665
+15% +$31.4K ﹤0.01% 1821
2025
Q3 		$210K Sell
4,419
-133
-3% -$6.29K ﹤0.01% 1764
2025
Q2 		$215K Buy
4,552
+1,743
+62% +$80.8K ﹤0.01% 1634
2025
Q1 		$130K Buy
2,809
+307
+12% +$14.3K ﹤0.01% 1661
2024
Q4 		$116K Buy
2,502
+549
+28% +$25.6K ﹤0.01% 1573
2024
Q3 		$92.5K Buy
1,953
+459
+31% +$21.2K ﹤0.01% 1432
2024
Q2 		$67.5K Buy
1,494
+813
+119% +$36.7K ﹤0.01% 1160
2024
Q1 		$31.1K Buy
+681
New +$30.9K ﹤0.01% 817

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 $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

Jones Financial Companies's HYXF Position: Q1 2026 in Review

Jones Financial Companies increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 71% in Q1 2026, buying an estimated $171K and bringing the position to 8,717 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Jones Financial Companies first reported a position in HYXF in Q1 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Jones Financial Companies held 8,717 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $400K as of Q1 2026.
  • Jones Financial Companies bought 3,633 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $171K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2145 holding.
  • Jones Financial Companies first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.