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 Q2	$909K	Buy	11,368 +250	+2%	+$20K	0.06%	236
2026 Q1	$885K	Sell	11,118 -1,507	-12%	-$121K	0.07%	222
2025 Q4	$1.02M	Buy	12,625 +736	+6%	+$59.3K	0.07%	240
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	$255K	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 $1.89T 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

Arete Wealth Advisors's HYG Position: Q2 2026 in Review

Arete Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.2% in Q2 2026, buying an estimated $20K and bringing the position to 11,368 shares worth $909K. The position accounts for 0.06% of the portfolio, ranked #236.

Arete Wealth Advisors first reported a position in HYG in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.76M in Q4 2020. 989 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Arete Wealth Advisors held 11,368 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $909K as of Q2 2026.
Arete Wealth Advisors bought 250 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $20K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q2 2026, its #236 holding.
Arete Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 22 quarters since.
Arete Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.76M in Q4 2020.
989 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.