AFO
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Allie Family Office’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Allie Family Office’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 		$3.26M Sell
40,919
-90
-0.2% -$7.24K 1.42% 17
2025
Q4 		$3.31M Buy
41,009
+2,808
+7% +$226K 1.54% 16
2025
Q3 		$3.1M Buy
38,201
+1,355
+4% +$109K 1.47% 17
2025
Q2 		$2.97M Sell
36,846
-2,948
-7% -$232K 1.47% 15
2025
Q1 		$3.14M Sell
39,794
-110
-0.3% -$8.73K 1.72% 14
2024
Q4 		$3.14M Buy
39,904
+4,290
+12% +$341K 1.74% 13
2024
Q3 		$2.86M Buy
35,614
+2,450
+7% +$193K 1.54% 16
2024
Q2 		$2.56M Sell
33,164
-28
-0.1% -$2.15K 1.54% 16
2024
Q1 		$2.58M Sell
33,192
-201,564
-86% -$15.6M 1.52% 13
2023
Q4 		$2.57M Buy
234,756
+201,449
+605% +$15M 1.78% 15
2023
Q3 		$2.46M Sell
33,307
-85
-0.3% -$6.35K 1.98% 11
2023
Q2 		$2.51M Buy
33,392
+670
+2% +$50K 1.8% 11
2023
Q1 		$2.47M Sell
32,722
-50
-0.2% -$3.75K 1.85% 11
2022
Q4 		$2.41M Sell
32,772
-75
-0.2% -$5.53K 1.99% 10
2022
Q3 		$2.35M Sell
32,847
-90
-0.3% -$6.8K 2.02% 10
2022
Q2 		$2.42M Buy
32,937
+2,001
+6% +$156K 1.96% 8
2022
Q1 		$2.55M Sell
30,936
-210
-0.7% -$17.6K 1.95% 10
2021
Q4 		$2.71M Buy
+31,146
New +$2.7M 2.13% 8

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Allie Family Office's HYG Position: Q1 2026 in Review

Allie Family Office reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.22% in Q1 2026, selling an estimated $7.24K and leaving 40,919 shares worth $3.26M. The position accounts for 1.42% of the portfolio, ranked #17.

Allie Family Office first reported a position in HYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.31M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Allie Family Office held 40,919 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.26M as of Q1 2026.
  • Allie Family Office sold 90 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.24K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.42% of Allie Family Office's portfolio in Q1 2026, its #17 holding.
  • Allie Family Office first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Allie Family Office's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.31M in Q4 2025.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.