LFG
HYXF icon

Larson Financial Group’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Larson Financial Group’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 		$230K Sell
4,960
-392
-7% -$18.4K 0.01% 677
2025
Q4 		$253K Buy
5,352
+8
+0.1% +$378 0.01% 647
2025
Q3 		$254K Sell
5,344
-847
-14% -$40K 0.01% 634
2025
Q2 		$294K Sell
6,191
-2,155
-26% -$99.9K 0.01% 580
2025
Q1 		$387K Sell
8,346
-4,739
-36% -$221K 0.02% 463
2024
Q4 		$604K Buy
13,085
+235
+2% +$11K 0.03% 312
2024
Q3 		$608K Sell
12,850
-1,122
-8% -$51.9K 0.03% 294
2024
Q2 		$631K Buy
13,972
+1,132
+9% +$51K 0.04% 240
2024
Q1 		$587K Buy
12,840
+1,835
+17% +$83.3K 0.05% 213
2023
Q4 		$500K Buy
11,005
+17
+0.2% +$742 0.04% 221
2023
Q3 		$475K Buy
10,988
+715
+7% +$31.4K 0.05% 201
2023
Q2 		$453K Buy
10,273
+880
+9% +$38.6K 0.05% 202
2023
Q1 		$417K Sell
9,393
-14
-0.1% -$616 0.05% 224
2022
Q4 		$407K Sell
9,407
-37
-0.4% -$1.6K 0.05% 216
2022
Q3 		$398K Buy
9,444
+457
+5% +$20.5K 0.06% 188
2022
Q2 		$391K Buy
8,987
+256
+3% +$11.7K 0.07% 116
2022
Q1 		$424K Sell
8,731
-232
-3% -$11.5K 0.07% 129
2021
Q4 		$463K Buy
8,963
+3,168
+55% +$164K 0.07% 122
2021
Q3 		$303K Buy
5,795
+439
+8% +$23.1K 0.06% 117
2021
Q2 		$281K Buy
5,356
+608
+13% +$31.7K 0.07% 103
2021
Q1 		$247K Buy
4,748
+4,472
+1,620% +$233K 0.07% 97
2020
Q4 		$15K Buy
+276
New +$14.3K 0.01% 422

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 $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 $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's HYXF Position: Q1 2026 in Review

Larson Financial Group reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 7.3% in Q1 2026, selling an estimated $18.4K and leaving 4,960 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #677.

Larson Financial Group first reported a position in HYXF in Q4 2020 and has held it in 22 quarters since. The position peaked at $631K in Q2 2024. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Larson Financial Group held 4,960 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $230K as of Q1 2026.
  • Larson Financial Group sold 392 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $18.4K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #677 holding.
  • Larson Financial Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Larson Financial Group's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $631K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

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