NBT Bank’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

NBT Bank’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	$33.2K	Hold	717	–	–	﹤0.01%	544
2025 Q4	$33.9K	Sell	717 -105	-13%	-$4.96K	﹤0.01%	540
2025 Q3	$39K	Sell	822 -15	-2%	-$709	﹤0.01%	526
2025 Q2	$39.8K	Sell	837 -10	-1%	-$464	﹤0.01%	525
2025 Q1	$39.2K	Hold	847	–	–	﹤0.01%	519
2024 Q4	$39.1K	Buy	847 +65	+8%	+$3.04K	﹤0.01%	524
2024 Q3	$37K	Buy	+782	New	+$36.1K	﹤0.01%	554

Other funds holding HYXF

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NBT Bank's HYXF Position: Q1 2026 in Review

NBT Bank held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q1 2026 at 717 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

NBT Bank first reported a position in HYXF in Q3 2024 and has held it in 7 quarters since. The position peaked at $39.8K in Q2 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

NBT Bank held 717 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $33.2K as of Q1 2026.
NBT Bank 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 NBT Bank's portfolio in Q1 2026, its #544 holding.
NBT Bank first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
NBT Bank's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $39.8K 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 NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.