NewEdge Advisors’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

NewEdge Advisors’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
2025 Q4	–	Sell	-600	Closed	-$28.5K	–	4298
2025 Q3	$28.5K	Hold	600	–	–	﹤0.01%	3006
2025 Q2	$28.5K	Hold	600	–	–	﹤0.01%	2843
2025 Q1	$27.8K	Hold	600	–	–	﹤0.01%	2748
2024 Q4	$27.7K	Hold	600	–	–	﹤0.01%	2710
2024 Q3	$28.4K	Hold	600	–	–	﹤0.01%	2616
2024 Q2	$27.1K	Hold	600	–	–	﹤0.01%	2534
2024 Q1	$27.4K	Sell	600 -10,756	-95%	-$488K	﹤0.01%	2511
2023 Q4	$514K	Sell	11,356 -196	-2%	-$8.56K	﹤0.01%	1269
2023 Q3	$499K	Sell	11,552 -1,086	-9%	-$47.6K	0.01%	1171
2023 Q2	$557K	Sell	12,638 -282	-2%	-$12.4K	0.01%	1133
2023 Q1	$573K	Buy	12,920 +261	+2%	+$11.5K	0.01%	1052
2022 Q4	$521K	Buy	+12,659	New	+$548K	0.01%	767

Other funds holding HYXF

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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 $79.5B AUM 27.1% 1-Year Est. Return

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

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

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

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's HYXF Position: Q4 2025 in Review

NewEdge Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2025, closing a stake of 600 shares — an estimated $28.5K sold.

NewEdge Advisors first reported a position in HYXF in Q4 2022 and held it in 12 quarters. The position peaked at $573K in Q1 2023. 83 funds tracked by Wall St. Rank hold HYXF as of Q4 2025.

NewEdge Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 600 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2025, an estimated $28.5K.
NewEdge Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
NewEdge Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $573K in Q1 2023.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.