Sweeney & Michel’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Sweeney & Michel’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	$236K	Buy	+5,051	New	+$237K	0.07%	134

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

Sweeney & Michel's HYXF Position: Q1 2026 in Review

Sweeney & Michel opened a new position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q1 2026: 5,051 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings.

83 funds tracked by Wall St. Rank hold HYXF as of Q1 2026.

Sweeney & Michel held 5,051 shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $236K as of Q1 2026.
iShares ESG Advanced High Yield Corporate Bond ETF was a new Sweeney & Michel position in Q1 2026.
iShares ESG Advanced High Yield Corporate Bond ETF made up 0.07% of Sweeney & Michel's portfolio in Q1 2026, its #134 holding.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.