PFS Partners’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

PFS Partners’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	$34.7K	Buy	750 +118	+19%	+$5.54K	0.02%	225
2025 Q4	$29.8K	Buy	632 +468	+285%	+$22.1K	0.01%	234
2025 Q3	$7.8K	Buy	164 +2	+1%	+$95	﹤0.01%	373
2025 Q2	$7.69K	Sell	162 -6	-4%	-$278	﹤0.01%	344
2025 Q1	$7.79K	Buy	168 +2	+1%	+$93	﹤0.01%	312
2024 Q4	$7.69K	Buy	166 +3	+2%	+$140	﹤0.01%	312
2024 Q3	$7.71K	Buy	163 +3	+2%	+$139	﹤0.01%	309
2024 Q2	$7.24K	Buy	160 +2	+1%	+$90	﹤0.01%	301
2024 Q1	$7.2K	Buy	+158	New	+$7.17K	﹤0.01%	309

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

PFS Partners's HYXF Position: Q1 2026 in Review

PFS Partners increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 19% in Q1 2026, buying an estimated $5.54K and bringing the position to 750 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #225.

PFS Partners first reported a position in HYXF in Q1 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

PFS Partners held 750 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $34.7K as of Q1 2026.
PFS Partners bought 118 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $5.54K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.02% of PFS Partners's portfolio in Q1 2026, its #225 holding.
PFS Partners first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.