Advyzon Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Advyzon Investment 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	$2.42M	Sell	30,437 -24,025	-44%	-$1.93M	0.22%	108
2025 Q4	$4.39M	Buy	54,462 +29,490	+118%	+$2.38M	0.51%	41
2025 Q3	$2.03M	Buy	24,972 +4,409	+21%	+$355K	0.35%	63
2025 Q2	$1.66M	Buy	20,563 +6,776	+49%	+$534K	0.37%	58
2025 Q1	$1.09M	Buy	13,787 +6,661	+93%	+$529K	0.38%	51
2024 Q4	$560K	Buy	+7,126	New	+$566K	0.22%	90

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

Advyzon Investment Management's HYG Position: Q1 2026 in Review

Advyzon Investment Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 44% in Q1 2026, selling an estimated $1.93M and leaving 30,437 shares worth $2.42M. The position accounts for 0.22% of the portfolio, ranked #108.

Advyzon Investment Management first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.39M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Advyzon Investment Management held 30,437 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.42M as of Q1 2026.
Advyzon Investment Management sold 24,025 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.93M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.22% of Advyzon Investment Management's portfolio in Q1 2026, its #108 holding.
Advyzon Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.39M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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