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
2022 Q4	–	Sell	-10,600	Closed	-$81K	–	1857
2022 Q3	$81K	Sell	10,600 -246,400	-96%	-$18.6M	﹤0.01%	1669
2022 Q2	$1.5M	Sell	257,000 -1,500	-0.6%	-$117K	0.01%	761
2022 Q1	$1.07M	Buy	+258,500	New	+$21.6M	0.01%	899
2021 Q4	–	Sell	-322,200	Closed	-$465K	–	1731
2021 Q3	$465K	Sell	322,200 -98,100	-23%	-$8.6M	﹤0.01%	1199
2021 Q2	$836K	Buy	420,300 +395,800	+1,616%	+$34.6M	0.01%	900
2021 Q1	$23K	Buy	+24,500	New	+$2.13M	﹤0.01%	1461
2020 Q4	–	Sell	-720,200	Closed	-$539K	–	1388
2020 Q3	$539K	Sell	720,200 -309,800	-30%	-$26.1M	0.01%	863
2020 Q2	$2.06M	Buy	1,030,000 +469,100	+84%	+$37.8M	0.03%	401
2020 Q1	$3.07M	Buy	560,900 +524,100	+1,424%	+$44.3M	0.07%	231
2019 Q4	$14K	Buy	+36,800	New	+$3.2M	﹤0.01%	1117

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.