AmeriServ Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

AmeriServ Wealth Advisors’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	$665K	Sell	8,364 -321	-4%	-$25.8K	0.42%	28
2025 Q4	$700K	Buy	8,685 +235	+3%	+$18.9K	0.41%	29
2025 Q3	$686K	Sell	8,450 -8,976	-52%	-$723K	0.35%	32
2025 Q2	$1.41M	Sell	17,426 -12,341	-41%	-$972K	0.69%	21
2025 Q1	$2.35M	Buy	29,767 +24,538	+469%	+$1.95M	1.36%	14
2024 Q4	$411K	Buy	+5,229	New	+$415K	0.22%	41
2022 Q2	–	Sell	-3,590	Closed	-$295K	–	62
2022 Q1	$295K	Sell	3,590 -155	-4%	-$13K	0.22%	55
2021 Q4	$326K	Hold	3,745	–	–	0.22%	49
2021 Q3	$328K	Sell	3,745 -65	-2%	-$5.7K	0.25%	49
2021 Q2	$335K	Hold	3,810	–	–	0.26%	50
2021 Q1	$332K	Buy	3,810 +35	+0.9%	+$3.04K	0.28%	47
2020 Q4	$330K	Buy	+3,775	New	+$323K	0.32%	49
2019 Q3	$255K	Hold	2,920	–	–	0.35%	52
2019 Q2	$255K	Sell	2,920 -2,860	-49%	-$247K	0.33%	56
2019 Q1	$500K	Buy	+5,780	New	+$491K	1.04%	31
2018 Q4	–	Sell	-5,485	Closed	-$474K	–	72
2018 Q3	$474K	Buy	+5,485	New	+$471K	0.59%	40
2018 Q1	–	Sell	-5,300	Closed	-$465K	–	78
2017 Q4	$465K	Buy	+5,300	New	+$465K	0.45%	41
2015 Q4	–	Sell	-4,418	Closed	-$368K	–	42
2015 Q3	$368K	Hold	4,418	–	–	0.7%	36
2015 Q2	$392K	Hold	4,418	–	–	0.46%	49
2015 Q1	$400K	Hold	4,418	–	–	0.46%	47
2014 Q4	$396K	Buy	+4,418	New	+$402K	0.38%	68
2014 Q3	–	Sell	-10,677	Closed	-$1.02M	–	108
2014 Q2	$1.02M	Sell	10,677 -734	-6%	-$69.4K	1.09%	14
2014 Q1	$1.08M	Buy	11,411 +18	+0.2%	+$1.69K	1.08%	16
2013 Q4	$1.06M	Buy	11,393 +300	+3%	+$27.9K	0.63%	45
2013 Q3	$1.02M	Hold	11,093	–	–	0.65%	45
2013 Q2	$1.01M	Buy	+11,093	New	+$1.04M	0.65%	46

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

AmeriServ Wealth Advisors's HYG Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.7% in Q1 2026, selling an estimated $25.8K and leaving 8,364 shares worth $665K. The position accounts for 0.42% of the portfolio, ranked #28.

AmeriServ Wealth Advisors first reported a position in HYG in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.35M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

AmeriServ Wealth Advisors held 8,364 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $665K as of Q1 2026.
AmeriServ Wealth Advisors sold 321 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $25.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.42% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #28 holding.
AmeriServ Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 26 quarters since.
AmeriServ Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.35M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.