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

AE 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	$357K	Sell	4,485 -27,948	-86%	-$2.25M	﹤0.01%	1286
2025 Q4	$2.62M	Buy	32,433 +3,066	+10%	+$247K	0.02%	542
2025 Q3	$2.38M	Buy	29,367 +22,540	+330%	+$1.82M	0.02%	521
2025 Q2	$551K	Sell	6,827 -5,292	-44%	-$417K	﹤0.01%	891
2025 Q1	$956K	Buy	12,119 +6,940	+134%	+$551K	0.01%	711
2024 Q4	$407K	Sell	5,179 -22,146	-81%	-$1.76M	﹤0.01%	971
2024 Q3	$2.19M	Buy	27,325 +3,402	+14%	+$268K	0.02%	507
2024 Q2	$1.85M	Buy	23,923 +466	+2%	+$35.8K	0.02%	539
2024 Q1	$1.82M	Sell	23,457 -169,119	-88%	-$13.1M	0.02%	515
2023 Q4	$14.9M	Sell	192,576 -106,502	-36%	-$7.94M	0.08%	301
2023 Q3	$22M	Buy	299,078 +23,926	+9%	+$1.79M	0.13%	176
2023 Q2	$20.7M	Buy	275,152 +43,288	+19%	+$3.23M	0.12%	189
2023 Q1	$17.5M	Sell	231,864 -115,872	-33%	-$8.68M	0.11%	220
2022 Q4	$25.6M	Buy	347,736 +186,448	+116%	+$13.7M	0.19%	125
2022 Q3	$11.5M	Sell	161,288 -9,308	-5%	-$703K	0.09%	234
2022 Q2	$12.6M	Sell	170,596 -11,451	-6%	-$890K	0.1%	221
2022 Q1	$15M	Sell	182,047 -36,106	-17%	-$3.02M	0.1%	199
2021 Q4	$19M	Buy	218,153 +37,087	+20%	+$3.22M	0.13%	160
2021 Q3	$15.8M	Buy	181,066 +33,270	+23%	+$2.92M	0.13%	174
2021 Q2	$13M	Sell	147,796 -31,706	-18%	-$2.77M	0.11%	179
2021 Q1	$15.6M	Sell	179,502 -23,717	-12%	-$2.06M	0.16%	138
2020 Q4	$17.7M	Sell	203,219 -22,434	-10%	-$1.92M	0.2%	118
2020 Q3	$18.9M	Buy	225,653 +71,553	+46%	+$6.02M	0.27%	83
2020 Q2	$12.6M	Sell	154,100 -5,677	-4%	-$458K	0.19%	118
2020 Q1	$12.3M	Sell	159,777 -43,668	-21%	-$3.69M	0.28%	73
2019 Q4	$17.9M	Buy	203,445 +39,577	+24%	+$3.44M	0.39%	53
2019 Q3	$14.3M	Buy	163,868 +23,228	+17%	+$2.02M	0.41%	49
2019 Q2	$12.3M	Buy	140,640 +105,198	+297%	+$9.08M	0.37%	56
2019 Q1	$3.06M	Buy	35,442 +2,794	+9%	+$237K	0.21%	95
2018 Q4	$2.65M	Sell	32,648 -28,567	-47%	-$2.39M	0.45%	57
2018 Q3	$5.29M	Buy	61,215 +32,358	+112%	+$2.78M	0.29%	62
2018 Q2	$2.46M	Sell	28,857 -3,401	-11%	-$291K	0.17%	91
2018 Q1	$2.76M	Sell	32,258 -20,468	-39%	-$1.77M	0.21%	73
2017 Q4	$4.6M	Buy	52,726 +8,974	+21%	+$788K	0.41%	48
2017 Q3	$3.88M	Sell	43,752 -21,489	-33%	-$1.9M	0.36%	46
2017 Q2	$5.77M	Sell	65,241 -106,945	-62%	-$9.41M	0.69%	28
2017 Q1	$15.1M	Buy	172,186 +154,963	+900%	+$13.5M	2.8%	4
2016 Q4	$1.49M	Buy	+17,223	New	+$1.48M	0.6%	37

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

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

AE Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 86% in Q1 2026, selling an estimated $2.25M and leaving 4,485 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

AE Wealth Management first reported a position in HYG in Q4 2016 and has held it in 38 quarters since. The position peaked at $25.6M in Q4 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

AE Wealth Management held 4,485 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $357K as of Q1 2026.
AE Wealth Management sold 27,948 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.25M.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1286 holding.
AE Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
AE Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25.6M in Q4 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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