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

Ancora 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	$80.1K	Buy	1,007 +680	+208%	+$54.7K	﹤0.01%	981
2025 Q4	$26.4K	Hold	327	–	–	﹤0.01%	1420
2025 Q3	$26.5K	Buy	327 +257	+367%	+$20.7K	﹤0.01%	1167
2025 Q2	$5.64K	Hold	70	–	–	﹤0.01%	1474
2025 Q1	$5.52K	Hold	70	–	–	﹤0.01%	1418
2024 Q4	$5.5K	Hold	70	–	–	﹤0.01%	1449
2024 Q3	$5.62K	Hold	70	–	–	﹤0.01%	1429
2024 Q2	$5.4K	Hold	70	–	–	﹤0.01%	1427
2024 Q1	$5.44K	Hold	70	–	–	﹤0.01%	1427
2023 Q4	$5.42K	Buy	70 +45	+180%	+$3.35K	﹤0.01%	1384
2023 Q3	$1.84K	Hold	25	–	–	﹤0.01%	1496
2023 Q2	$1.88K	Hold	25	–	–	﹤0.01%	1488
2023 Q1	$1.89K	Sell	25 -145	-85%	-$10.9K	﹤0.01%	1530
2022 Q4	$13K	Sell	170 -100	-37%	-$7.37K	﹤0.01%	1273
2022 Q3	$19K	Hold	270	–	–	﹤0.01%	1357
2022 Q2	$20K	Hold	270	–	–	﹤0.01%	1435
2022 Q1	$22K	Hold	270	–	–	﹤0.01%	1523
2021 Q4	$24K	Buy	270 +125	+86%	+$10.8K	﹤0.01%	1525
2021 Q3	$13K	Hold	145	–	–	﹤0.01%	1609
2021 Q2	$13K	Hold	145	–	–	﹤0.01%	1468
2021 Q1	$13K	Sell	145 -90	-38%	-$7.83K	﹤0.01%	1392
2020 Q4	$21K	Buy	235 +145	+161%	+$12.4K	﹤0.01%	1052
2020 Q3	$8K	Hold	90	–	–	﹤0.01%	1178
2020 Q2	$7K	Sell	90 -200	-69%	-$16.1K	﹤0.01%	1164
2020 Q1	$22K	Buy	+290	New	+$24.5K	﹤0.01%	1034
2018 Q4	–	Sell	-637	Closed	-$55K	–	878
2018 Q3	$55K	Buy	+637	New	+$54.7K	﹤0.01%	867
2017 Q1	–	Sell	-2,320	Closed	-$200K	–	822
2016 Q4	$200K	Buy	+2,320	New	+$200K	0.01%	551
2014 Q2	–	Sell	-2,777	Closed	-$262K	–	485
2014 Q1	$262K	Hold	2,777	–	–	0.04%	370
2013 Q4	$258K	Sell	2,777 -865	-24%	-$80.3K	0.04%	350
2013 Q3	$334K	Sell	3,642 -233	-6%	-$21.4K	0.06%	297
2013 Q2	$352K	Buy	+3,875	New	+$364K	0.06%	286

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

Ancora Advisors's HYG Position: Q1 2026 in Review

Ancora Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 208% in Q1 2026, buying an estimated $54.7K and bringing the position to 1,007 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Ancora Advisors first reported a position in HYG in Q2 2013 and has held it in 31 quarters since. The position peaked at $352K in Q2 2013. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Ancora Advisors held 1,007 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $80.1K as of Q1 2026.
Ancora Advisors bought 680 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $54.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #981 holding.
Ancora Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 31 quarters since.
Ancora Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $352K in Q2 2013.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.