Stifel Financial’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Stifel Financial’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	$241K	Buy	+5,162	New	+$241K	﹤0.01%	3409
2024 Q4	–	Sell	-4,255	Closed	-$201K	–	3432
2024 Q3	$201K	Buy	+4,255	New	+$197K	﹤0.01%	3142
2024 Q2	–	Sell	-4,655	Closed	-$213K	–	3409
2024 Q1	$213K	Buy	4,655 +149	+3%	+$6.76K	﹤0.01%	3076
2023 Q4	$205K	Buy	+4,506	New	+$197K	﹤0.01%	3053

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

Stifel Financial's HYXF Position: Q2 2026 in Review

Stifel Financial opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q2 2026: 5,162 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #3409 among its holdings. This is a return to the name: Stifel Financial previously reported a position in HYXF as recently as Q3 2024.

Stifel Financial first reported a position in HYXF in Q4 2023 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

Stifel Financial held 5,162 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $241K as of Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF was a new Stifel Financial position in Q2 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3409 holding.
Stifel Financial first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.