LPL Financial
HYXF icon

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

LPL Financial’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 		$5.65M Buy
122,012
+3,837
+3% +$180K ﹤0.01% 2516
2025
Q4 		$5.58M Buy
118,175
+61,950
+110% +$2.92M ﹤0.01% 2437
2025
Q3 		$2.67M Sell
56,225
-16,548
-23% -$782K ﹤0.01% 3045
2025
Q2 		$3.46M Buy
72,773
+26,816
+58% +$1.24M ﹤0.01% 2615
2025
Q1 		$2.13M Buy
45,957
+12,822
+39% +$597K ﹤0.01% 2898
2024
Q4 		$1.53M Buy
33,135
+12,162
+58% +$568K ﹤0.01% 3127
2024
Q3 		$993K Buy
20,973
+3,041
+17% +$141K ﹤0.01% 3416
2024
Q2 		$810K Sell
17,932
-1,038
-5% -$46.8K ﹤0.01% 3453
2024
Q1 		$867K Buy
18,970
+5,479
+41% +$249K ﹤0.01% 3318
2023
Q4 		$613K Buy
13,491
+2,342
+21% +$102K ﹤0.01% 3504
2023
Q3 		$482K Sell
11,149
-668
-6% -$29.3K ﹤0.01% 3518
2023
Q2 		$521K Sell
11,817
-5,351
-31% -$235K ﹤0.01% 3411
2023
Q1 		$762K Sell
17,168
-1,269
-7% -$55.8K ﹤0.01% 2975
2022
Q4 		$797K Sell
18,437
-21,475
-54% -$930K ﹤0.01% 2823
2022
Q3 		$1.68M Buy
39,912
+3,557
+10% +$159K ﹤0.01% 2110
2022
Q2 		$1.58M Buy
36,355
+215
+0.6% +$9.86K ﹤0.01% 2208
2022
Q1 		$1.76M Buy
36,140
+1,226
+4% +$60.6K ﹤0.01% 2161
2021
Q4 		$1.8M Buy
34,914
+52
+0.1% +$2.69K ﹤0.01% 2170
2021
Q3 		$1.82M Buy
34,862
+15,473
+80% +$812K ﹤0.01% 2127
2021
Q2 		$1.02M Buy
19,389
+5,059
+35% +$264K ﹤0.01% 2548
2021
Q1 		$745K Buy
+14,330
New +$748K ﹤0.01% 2673
2020
Q1 		– Sell
-7,541
Closed -$394K – 3322
2019
Q4 		$394K Buy
+7,541
New +$391K ﹤0.01% 2564

Other funds holding HYXF

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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

LPL Financial's HYXF Position: Q1 2026 in Review

LPL Financial increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 3.2% in Q1 2026, buying an estimated $180K and bringing the position to 122,012 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

LPL Financial first reported a position in HYXF in Q4 2019 and has held it in 22 quarters since. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • LPL Financial held 122,012 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $5.65M as of Q1 2026.
  • LPL Financial bought 3,837 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $180K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2516 holding.
  • LPL Financial first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.