Allworth Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Allworth Financial’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	$259K	Sell	3,241 -57	-2%	-$4.56K	﹤0.01%	1338
2026 Q1	$262K	Buy	3,298 +1,523	+86%	+$122K	﹤0.01%	1244
2025 Q4	$143K	Buy	1,775 +643	+57%	+$51.8K	﹤0.01%	1520
2025 Q3	$91.9K	Sell	1,132 -204	-15%	-$16.4K	﹤0.01%	1734
2025 Q2	$108K	Sell	1,336 -177	-12%	-$13.9K	﹤0.01%	1501
2025 Q1	$119K	Sell	1,513 -1,545	-51%	-$123K	﹤0.01%	1149
2024 Q4	$243K	Sell	3,058 -1,734	-36%	-$138K	﹤0.01%	887
2024 Q3	$385K	Sell	4,792 -6,851	-59%	-$539K	﹤0.01%	648
2024 Q2	$908K	Sell	11,643 -90,780	-89%	-$6.98M	0.01%	444
2024 Q1	$7.96M	Buy	102,423 +188	+0.2%	+$14.5K	0.06%	136
2023 Q4	$7.91M	Sell	102,235 -2,831	-3%	-$211K	0.06%	138
2023 Q3	$7.75M	Sell	105,066 -2,112	-2%	-$158K	0.07%	124
2023 Q2	$8.05M	Buy	107,178 +102,076	+2,001%	+$7.62M	0.07%	114
2023 Q1	$385K	Buy	5,102 +275	+6%	+$20.6K	﹤0.01%	523
2022 Q4	$355K	Sell	4,827 -772	-14%	-$56.9K	﹤0.01%	530
2022 Q3	$400K	Buy	5,599 +439	+9%	+$33.2K	0.01%	468
2022 Q2	$380K	Sell	5,160 -8,015	-61%	-$623K	0.01%	452
2022 Q1	$1.08M	Buy	13,175 +12,063	+1,085%	+$1.01M	0.01%	291
2021 Q4	$97K	Buy	1,112 +213	+24%	+$18.5K	﹤0.01%	687
2021 Q3	$79K	Buy	899 +4	+0.4%	+$351	﹤0.01%	667
2021 Q2	$79K	Buy	895 +72	+9%	+$6.29K	﹤0.01%	522
2021 Q1	$72K	Sell	823 -3	-0.4%	-$261	﹤0.01%	504
2020 Q4	$72K	Buy	826 +11	+1%	+$942	﹤0.01%	411
2020 Q3	$68K	Buy	815 +4	+0.5%	+$337	﹤0.01%	379
2020 Q2	$66K	Sell	811 -961	-54%	-$77.4K	﹤0.01%	376
2020 Q1	$137K	Buy	1,772 +52	+3%	+$4.39K	﹤0.01%	283
2019 Q4	$151K	Buy	1,720 +286	+20%	+$24.9K	0.01%	218
2019 Q3	$125K	Hold	1,434	–	–	﹤0.01%	210
2019 Q2	$125K	Sell	1,434 -37	-3%	-$3.19K	﹤0.01%	213
2019 Q1	$127K	Sell	1,471 -67	-4%	-$5.69K	0.01%	212
2018 Q4	$125K	Buy	+1,538	New	+$129K	0.01%	191
2018 Q3	–	Sell	-80	Closed	-$7K	–	934
2018 Q2	$7K	Sell	80 -4	-5%	-$343	﹤0.01%	573
2018 Q1	$7K	Sell	84 -211	-72%	-$18.2K	﹤0.01%	539
2017 Q4	$26K	Sell	295 -549	-65%	-$48.2K	﹤0.01%	331
2017 Q3	$75K	Buy	844 +435	+106%	+$38.4K	0.01%	191
2017 Q2	$36K	Sell	409 -483	-54%	-$42.5K	﹤0.01%	290
2017 Q1	$78K	Buy	+892	New	+$77.9K	0.01%	187

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

Allworth Financial's HYG Position: Q2 2026 in Review

Allworth Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.7% in Q2 2026, selling an estimated $4.56K and leaving 3,241 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Allworth Financial first reported a position in HYG in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.05M in Q2 2023. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Allworth Financial held 3,241 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $259K as of Q2 2026.
Allworth Financial sold 57 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.56K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1338 holding.
Allworth Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and has held it in 37 quarters since.
Allworth Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8.05M in Q2 2023.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.