AO
HYG icon

Advisor OS’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Advisor OS’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 		$635K Sell
7,982
-1,904
-19% -$153K 0.05% 260
2025
Q4 		$797K Buy
+9,886
New +$797K 0.06% 194
2020
Q3 		– Sell
-2,466
Closed -$201K – 122
2020
Q2 		$201K Buy
+2,466
New +$199K 0.12% 134

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Advisor OS's HYG Position: Q1 2026 in Review

Advisor OS reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 19% in Q1 2026, selling an estimated $153K and leaving 7,982 shares worth $635K. The position accounts for 0.05% of the portfolio, ranked #260.

Advisor OS first reported a position in HYG in Q2 2020 and has held it in 3 quarters since. The position peaked at $797K in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Advisor OS held 7,982 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $635K as of Q1 2026.
  • Advisor OS sold 1,904 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $153K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Advisor OS's portfolio in Q1 2026, its #260 holding.
  • Advisor OS first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • Advisor OS's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $797K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.