Key Financial Inc’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Key Financial Inc’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 Q2	$86.9K	Buy	1,861 +161	+9%	+$7.51K	0.01%	449
2026 Q1	$78.7K	Hold	1,700	–	–	0.01%	446
2025 Q4	$80.3K	Hold	1,700	–	–	0.01%	434
2025 Q3	$80.5K	Hold	1,700	–	–	0.01%	431
2025 Q2	$80.8K	Hold	1,700	–	–	0.02%	412
2025 Q1	$78.7K	Buy	+1,700	New	+$79.2K	0.02%	399

Other funds holding HYXF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Key Financial Inc's HYXF Position: Q2 2026 in Review

Key Financial Inc increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 9.5% in Q2 2026, buying an estimated $7.51K and bringing the position to 1,861 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #449.

Key Financial Inc first reported a position in HYXF in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Key Financial Inc held 1,861 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $86.9K as of Q2 2026.
Key Financial Inc bought 161 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.51K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #449 holding.
Key Financial Inc first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.