Adams Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Adams Wealth Management’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$785K	Sell	9,862 -1,161	-11%	-$93.4K	0.17%	73
2025 Q4	$889K	Buy	11,023 +328	+3%	+$26.4K	0.19%	72
2025 Q3	$868K	Sell	10,695 -1,603	-13%	-$129K	0.19%	71
2025 Q2	$992K	Sell	12,298 -7,329	-37%	-$577K	0.19%	72
2025 Q1	$1.55M	Buy	19,627 +3,292	+20%	+$261K	0.3%	58
2024 Q4	$1.28M	Buy	16,335 +2,891	+22%	+$230K	0.25%	58
2024 Q3	$1.08M	Sell	13,444 -581	-4%	-$45.7K	0.23%	57
2024 Q2	$1.08M	Buy	14,025 +243	+2%	+$18.7K	0.25%	54
2024 Q1	$1.07M	Sell	13,782 -188	-1%	-$14.5K	0.26%	57
2023 Q4	$1.08M	Sell	13,970 -3,403	-20%	-$254K	0.32%	51
2023 Q3	$1.28M	Sell	17,373 -1,369	-7%	-$102K	0.43%	39
2023 Q2	$1.41M	Sell	18,742 -1,177	-6%	-$87.8K	0.44%	33
2023 Q1	$1.5M	Sell	19,919 -9,140	-31%	-$685K	0.49%	30
2022 Q4	$2.14M	Buy	29,059 +23,860	+459%	+$1.76M	0.76%	22
2022 Q3	$371K	Buy	+5,199	New	+$393K	0.14%	70

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Adams Wealth Management's HYG Position: Q1 2026 in Review

Adams Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q1 2026, selling an estimated $93.4K and leaving 9,862 shares worth $785K. The position accounts for 0.17% of the portfolio, ranked #73.

Adams Wealth Management first reported a position in HYG in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q4 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Adams Wealth Management held 9,862 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $785K as of Q1 2026.
Adams Wealth Management sold 1,161 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $93.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.17% of Adams Wealth Management's portfolio in Q1 2026, its #73 holding.
Adams Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Adams Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.14M in Q4 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.