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 $1.89T 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

AE Wealth Management's HYG Position: Q2 2026 in Review

AE Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 40% in Q2 2026, selling an estimated $144K and leaving 2,684 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

AE Wealth Management first reported a position in HYG in Q4 2016 and has held it in 39 quarters since. The position peaked at $25.6M in Q4 2022. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

AE Wealth Management held 2,684 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $215K as of Q2 2026.
AE Wealth Management sold 1,801 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $144K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1678 holding.
AE Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 39 quarters since.
AE Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25.6M in Q4 2022.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.