Sunbelt Securities’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Sunbelt Securities’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	$4.63K	Hold	100	–	–	﹤0.01%	1704
2025 Q4	$4.73K	Hold	100	–	–	﹤0.01%	1661
2025 Q3	$4.75K	Sell	100 -100	-50%	-$4.73K	﹤0.01%	1650
2025 Q2	$9.24K	Hold	200	–	–	﹤0.01%	1322
2025 Q1	$9.26K	Hold	200	–	–	﹤0.01%	1293
2024 Q4	$9.25K	Hold	200	–	–	﹤0.01%	1325
2024 Q3	$9.47K	Hold	200	–	–	﹤0.01%	1300
2024 Q2	$9.03K	Hold	200	–	–	﹤0.01%	1280
2024 Q1	$9.14K	Hold	200	–	–	﹤0.01%	1257
2023 Q4	$9.1K	Hold	200	–	–	﹤0.01%	1194
2023 Q3	$8.64K	Hold	200	–	–	﹤0.01%	1192
2023 Q2	$8.82K	Hold	200	–	–	﹤0.01%	1206
2023 Q1	$8.77K	Buy	+200	New	+$8.8K	﹤0.01%	1166

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

Sunbelt Securities's HYXF Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q1 2026 at 100 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Sunbelt Securities first reported a position in HYXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.47K in Q3 2024. 83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Sunbelt Securities held 100 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $4.63K as of Q1 2026.
Sunbelt Securities left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1704 holding.
Sunbelt Securities first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $9.47K in Q3 2024.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.