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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
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
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

Key Financial Inc's HYXF Position: Q1 2026 in Review

Key Financial Inc held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q1 2026 at 1,700 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #446.

Key Financial Inc first reported a position in HYXF in Q1 2025 and has held it in 5 quarters since. The position peaked at $80.8K in Q2 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Key Financial Inc held 1,700 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $78.7K as of Q1 2026.
  • Key Financial Inc 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 0.01% of Key Financial Inc's portfolio in Q1 2026, its #446 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 5 quarters since.
  • Key Financial Inc's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $80.8K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.