AFT Forsyth & Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

AFT Forsyth & Company’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	$475K	Sell	5,975 -2	-0%	-$161	0.22%	78
2025 Q4	$482K	Buy	+5,977	New	+$482K	0.21%	85
2022 Q3	–	Sell	-2,802	Closed	-$206K	–	130
2022 Q2	$206K	Sell	2,802 -601	-18%	-$46.7K	0.17%	135
2022 Q1	$280K	Sell	3,403 -586	-15%	-$49K	0.18%	126
2021 Q4	$347K	Sell	3,989 -706	-15%	-$61.3K	0.18%	121
2021 Q3	$411K	Sell	4,695 -378	-7%	-$33.2K	0.22%	114
2021 Q2	$447K	Sell	5,073 -194	-4%	-$16.9K	0.24%	115
2021 Q1	$459K	Sell	5,267 -56	-1%	-$4.87K	0.28%	111
2020 Q4	$465K	Sell	5,323 -432	-8%	-$37K	0.29%	106
2020 Q3	$483K	Buy	5,755 +138	+2%	+$11.6K	0.36%	84
2020 Q2	$458K	Buy	5,617 +396	+8%	+$31.9K	0.39%	79
2020 Q1	$402K	Sell	5,221 -3,279	-39%	-$277K	0.4%	86
2019 Q4	$747K	Buy	8,500 +3	+0%	+$261	0.57%	61
2019 Q3	$741K	Sell	8,497 -554	-6%	-$48.1K	0.61%	61
2019 Q2	$789K	Sell	9,051 -179	-2%	-$15.5K	0.65%	55
2019 Q1	$798K	Sell	9,230 -45	-0.5%	-$3.82K	0.69%	54
2018 Q4	$752K	Sell	9,275 -8,200	-47%	-$686K	0.75%	52
2018 Q3	$1.51M	Sell	17,475 -1,200	-6%	-$103K	1.25%	18
2018 Q2	$1.59M	Sell	18,675 -45	-0.2%	-$3.85K	1.39%	19
2018 Q1	$1.6M	Sell	18,720 -530	-3%	-$45.8K	1.5%	15
2017 Q4	$1.68M	Buy	+19,250	New	+$1.69M	1.64%	15
2013 Q3	$2.72M	Buy	29,744 +2,745	+10%	+$252K	3.53%	1
2013 Q2	$2.45M	Buy	+26,999	New	+$2.54M	3.51%	1

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

AFT Forsyth & Company's HYG Position: Q1 2026 in Review

AFT Forsyth & Company reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.03% in Q1 2026, selling an estimated $161 and leaving 5,975 shares worth $475K. The position accounts for 0.22% of the portfolio, ranked #78.

AFT Forsyth & Company first reported a position in HYG in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.72M in Q3 2013. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

AFT Forsyth & Company held 5,975 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $475K as of Q1 2026.
AFT Forsyth & Company sold 2 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $161.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.22% of AFT Forsyth & Company's portfolio in Q1 2026, its #78 holding.
AFT Forsyth & Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 23 quarters since.
AFT Forsyth & Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.72M in Q3 2013.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.