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

Arete 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	$885K	Sell	11,118 -1,507	-12%	-$121K	0.07%	222
2025 Q4	$1.02M	Buy	12,625 +736	+6%	+$59.3K	0.06%	287
2025 Q3	$954K	Buy	+11,889	New	+$958K	0.06%	284
2025 Q1	–	Sell	-2,733	Closed	-$215K	–	750
2024 Q4	$215K	Buy	+2,733	New	+$217K	0.02%	673
2024 Q3	–	Sell	-4,810	Closed	-$371K	–	756
2024 Q2	$371K	Buy	+4,810	New	+$370K	0.03%	472
2024 Q1	–	Sell	-8,268	Closed	-$640K	–	517
2023 Q4	$640K	Buy	8,268 +3,762	+83%	+$280K	0.05%	345
2023 Q3	$332K	Sell	4,506 -3,342	-43%	-$250K	0.06%	322
2023 Q2	$589K	Buy	7,848 +3,375	+75%	+$252K	0.05%	330
2023 Q1	$338K	Buy	4,473 +1,014	+29%	+$76K	0.03%	444
2022 Q4	$255M	Buy	3,459 +149	+5%	+$11K	0.02%	503
2022 Q3	$236K	Buy	+3,310	New	+$250K	0.02%	479
2022 Q2	–	Sell	-2,513	Closed	-$207K	–	501
2022 Q1	$207K	Buy	2,513 +151	+6%	+$12.6K	0.02%	473
2021 Q4	$205K	Sell	2,362 -521	-18%	-$45.2K	0.02%	476
2021 Q3	$252K	Sell	2,883 -315	-10%	-$27.6K	0.03%	358
2021 Q2	$226K	Sell	3,198 -16,591	-84%	-$1.45M	0.03%	311
2021 Q1	$1.73M	Sell	19,789 -371	-2%	-$32.3K	0.22%	100
2020 Q4	$1.76M	Buy	+20,160	New	+$1.73M	0.25%	90
2020 Q1	–	Sell	-14,218	Closed	-$1.25M	–	376
2019 Q4	$1.25M	Buy	14,218 +8,514	+149%	+$741K	0.22%	109
2019 Q3	$497K	Buy	5,704 +95	+2%	+$8.25K	0.1%	220
2019 Q2	$489K	Sell	5,609 -4,556	-45%	-$393K	0.09%	224
2019 Q1	$879K	Buy	+10,165	New	+$863K	0.18%	145

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

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

Arete Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 12% in Q1 2026, selling an estimated $121K and leaving 11,118 shares worth $885K. The position accounts for 0.07% of the portfolio, ranked #222.

Arete Wealth Advisors first reported a position in HYG in Q1 2019 and has held it in 21 quarters since. The position peaked at $255M in Q4 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Arete Wealth Advisors held 11,118 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $885K as of Q1 2026.
Arete Wealth Advisors sold 1,507 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $121K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Arete Wealth Advisors's portfolio in Q1 2026, its #222 holding.
Arete Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 21 quarters since.
Arete Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $255M in Q4 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.