Summit Wealth Group’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Summit Wealth Group’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	$786K	Buy	16,966 +1,149	+7%	+$54K	0.18%	56
2025 Q4	$747K	Buy	15,817 +670	+4%	+$31.6K	0.17%	55
2025 Q3	$719K	Buy	+15,147	New	+$716K	0.17%	53
2023 Q2	–	Sell	-153,742	Closed	-$3K	–	159
2023 Q1	$3K	Buy	+153,742	New	+$6.76M	0.07%	70

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

Summit Wealth Group's HYXF Position: Q1 2026 in Review

Summit Wealth Group increased its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) stake by 7.3% in Q1 2026, buying an estimated $54K and bringing the position to 16,966 shares worth $786K. The position accounts for 0.18% of the portfolio, ranked #56.

Summit Wealth Group first reported a position in HYXF in Q1 2023 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Summit Wealth Group held 16,966 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $786K as of Q1 2026.
Summit Wealth Group bought 1,149 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q1 2026, an estimated $54K.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.18% of Summit Wealth Group's portfolio in Q1 2026, its #56 holding.
Summit Wealth Group first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2023 and has held it in 4 quarters since.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.