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Modern Wealth Management’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Modern Wealth Management’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 		$1.18M Buy
25,498
+18,380
+258% +$864K 0.02% 387
2025
Q4 		$336K Buy
+7,118
New +$336K 0.01% 650

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

Modern Wealth Management's HYXF Position: Q1 2026 in Review

Modern Wealth Management increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 258% in Q1 2026, buying an estimated $864K and bringing the position to 25,498 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #387.

Modern Wealth Management first reported a position in HYXF in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

  • Modern Wealth Management held 25,498 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $1.18M as of Q1 2026.
  • Modern Wealth Management bought 18,380 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $864K.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #387 holding.
  • Modern Wealth Management first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.