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 Q2	$32.8K	Sell	702 -15	-2%	-$700	﹤0.01%	576
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 $445B AUM 25.58% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NBT Bank's HYXF Position: Q2 2026 in Review

NBT Bank reduced its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 2.1% in Q2 2026, selling an estimated $700 and leaving 702 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

NBT Bank first reported a position in HYXF in Q3 2024 and has held it in 8 quarters since. The position peaked at $39.8K in Q2 2025. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

NBT Bank held 702 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $32.8K as of Q2 2026.
NBT Bank sold 15 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q2 2026, an estimated $700.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #576 holding.
NBT Bank first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
NBT Bank's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $39.8K in Q2 2025.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.