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

Sunrise Financial Services’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 		$135K Hold
2,888
– – 0.08% 78
2026
Q1 		$134K Buy
+2,888
New +$136K 0.09% 74

Other funds holding HYXF

LPL Financial
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunrise Financial Services's HYXF Position: Q2 2026 in Review

Sunrise Financial Services held its iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) position steady in Q2 2026 at 2,888 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #78.

Sunrise Financial Services first reported a position in HYXF in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold HYXF as of Q2 2026.

  • Sunrise Financial Services held 2,888 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $135K as of Q2 2026.
  • Sunrise Financial Services left its iShares ESG Advanced High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced High Yield Corporate Bond ETF made up 0.08% of Sunrise Financial Services's portfolio in Q2 2026, its #78 holding.
  • Sunrise Financial Services first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q2 2026.

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