Wealthspire Advisors (New York)’s iShares ESG Advanced High Yield Corporate Bond ETF HYXF Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-1,282	Closed	-$60.9K	–	1873
2025 Q3	$60.9K	Buy	+1,282	New	+$60.6K	﹤0.01%	1167

Other funds holding HYXF

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s HYXF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) in Q4 2025, closing a stake of 1,282 shares — an estimated $60.9K sold.

Wealthspire Advisors (New York) first reported a position in HYXF in Q3 2025 and held it in 1 quarter. The position peaked at $60.9K in Q3 2025. 83 funds tracked by Wall St. Rank hold HYXF as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares ESG Advanced High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,282 iShares ESG Advanced High Yield Corporate Bond ETF shares in Q4 2025, an estimated $60.9K.
Wealthspire Advisors (New York) first reported a position in iShares ESG Advanced High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s iShares ESG Advanced High Yield Corporate Bond ETF position peaked at $60.9K in Q3 2025.
83 funds tracked by Wall St. Rank held iShares ESG Advanced High Yield Corporate Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.