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

Physician Wealth 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
2026 Q1	–	Sell	-642	Closed	-$30.3K	–	2154
2025 Q4	$30.3K	Sell	642 -57	-8%	-$2.69K	﹤0.01%	489
2025 Q3	$33.2K	Hold	699	–	–	﹤0.01%	456
2025 Q2	$33.2K	Buy	699 +1	+0.1%	+$46	0.01%	419
2025 Q1	$32.3K	Sell	698 -34	-5%	-$1.58K	0.01%	402
2024 Q4	$33.8K	Buy	+732	New	+$34.2K	0.01%	401

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 $79.5B AUM 27.1% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

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

Physician Wealth Advisors's HYXF Position: Q1 2026 in Review

Physician Wealth Advisors sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2026, closing a stake of 642 shares — an estimated $30.3K sold.

Physician Wealth Advisors first reported a position in HYXF in Q4 2024 and held it in 5 quarters. The position peaked at $33.8K in Q4 2024. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Physician Wealth Advisors reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 642 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $30.3K.
Physician Wealth Advisors first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Physician Wealth Advisors's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $33.8K in Q4 2024.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.