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 Q2	$608K	Sell	7,605 -377	-5%	-$30.2K	0.04%	279
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 New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Advisor OS's HYG Position: Q2 2026 in Review

Advisor OS reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.7% in Q2 2026, selling an estimated $30.2K and leaving 7,605 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #279.

Advisor OS first reported a position in HYG in Q2 2020 and has held it in 4 quarters since. The position peaked at $797K in Q4 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Advisor OS held 7,605 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $608K as of Q2 2026.
Advisor OS sold 377 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $30.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Advisor OS's portfolio in Q2 2026, its #279 holding.
Advisor OS first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
Advisor OS's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $797K in Q4 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.