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Alliance Wealth Advisors (Utah)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		– Sell
-3,689
Closed -$293K – 241
2026
Q1 		$293K Sell
3,689
-4,254
-54% -$342K 0.06% 191
2025
Q4 		$640K Sell
7,943
-4,973
-39% -$401K 0.14% 147
2025
Q3 		$1.05M Buy
+12,916
New +$1.04M 0.25% 111
2025
Q2 		– Sell
-30,030
Closed -$2.37M – 280
2025
Q1 		$2.37M Sell
30,030
-5,720
-16% -$454K 0.62% 57
2024
Q4 		$2.81M Sell
35,750
-8,418
-19% -$668K 0.73% 51
2024
Q3 		$3.55M Sell
44,168
-4,562
-9% -$359K 0.93% 34
2024
Q2 		$3.76M Sell
48,730
-2,574
-5% -$198K 1.1% 24
2024
Q1 		$3.99M Sell
51,304
-935
-2% -$72.3K 1.19% 18
2023
Q4 		$4.04M Sell
52,239
-4,247
-8% -$317K 1.36% 16
2023
Q3 		$4.16M Buy
56,486
+287
+0.5% +$21.4K 1.54% 12
2023
Q2 		$4.22M Buy
+56,199
New +$4.19M 1.57% 12
2023
Q1 		– Sell
-53,928
Closed -$3.97M – 227
2022
Q4 		$3.97M Buy
+53,928
New +$3.98M 1.78% 10

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s HYG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 3,689 shares — an estimated $293K sold.

Alliance Wealth Advisors (Utah) first reported a position in HYG in Q4 2022 and held it in 12 quarters. The position peaked at $4.22M in Q2 2023. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 3,689 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $293K.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
  • Alliance Wealth Advisors (Utah)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.22M in Q2 2023.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.