AFO
HYG icon

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
Q2 		$3.34M Buy
41,754
+835
+2% +$66.8K 1.24% 21
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 $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Allie Family Office's HYG Position: Q2 2026 in Review

Allie Family Office increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2% in Q2 2026, buying an estimated $66.8K and bringing the position to 41,754 shares worth $3.34M. The position accounts for 1.24% of the portfolio, ranked #21.

Allie Family Office first reported a position in HYG in Q4 2021 and has held it in 19 quarters since. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Allie Family Office held 41,754 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.34M as of Q2 2026.
  • Allie Family Office bought 835 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $66.8K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.24% of Allie Family Office's portfolio in Q2 2026, its #21 holding.
  • Allie Family Office first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.