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

Arkadios 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 		$2.02M Buy
25,340
+9,252
+58% +$744K 0.03% 503
2025
Q4 		$1.3M Buy
16,088
+1,251
+8% +$101K 0.03% 595
2025
Q3 		$1.2M Sell
14,837
-5,767
-28% -$465K 0.03% 567
2025
Q2 		$1.66M Buy
20,604
+1,227
+6% +$96.7K 0.05% 392
2025
Q1 		$1.53M Buy
19,377
+3,369
+21% +$267K 0.06% 351
2024
Q4 		$1.26M Buy
16,008
+348
+2% +$27.6K 0.07% 282
2024
Q3 		$1.26M Buy
15,660
+1,326
+9% +$104K 0.07% 272
2024
Q2 		$1.11M Buy
14,334
+3,057
+27% +$235K 0.07% 261
2024
Q1 		$877K Sell
11,277
-729
-6% -$56.3K 0.07% 267
2023
Q4 		$929K Buy
12,006
+6,909
+136% +$515K 0.08% 239
2023
Q3 		$376K Buy
5,097
+2,021
+66% +$151K 0.04% 417
2023
Q2 		$231K Sell
3,076
-3,015
-49% -$225K 0.03% 522
2023
Q1 		$460K Buy
+6,091
New +$456K 0.05% 322
2022
Q2 		– Sell
-2,835
Closed -$233K – 573
2022
Q1 		$233K Sell
2,835
-238
-8% -$19.9K 0.03% 487
2021
Q4 		$267K Sell
3,073
-209
-6% -$18.1K 0.04% 479
2021
Q3 		$287K Buy
3,282
+292
+10% +$25.6K 0.04% 415
2021
Q2 		$263K Buy
2,990
+1,305
+77% +$114K 0.03% 476
2021
Q1 		$146K Buy
1,685
+746
+79% +$64.9K 0.02% 461
2020
Q4 		$81K Buy
939
+854
+1,005% +$73.1K 0.02% 467
2020
Q3 		$7.21K Buy
85
+1
+1% +$84 ﹤0.01% 797
2020
Q2 		$6.97K Sell
84
-88
-51% -$7.09K ﹤0.01% 735
2020
Q1 		$13.3K Buy
172
+1
+0.6% +$84 0.01% 568
2019
Q4 		$15.2K Buy
+171
New +$14.9K 0.01% 512

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 58% in Q1 2026, buying an estimated $744K and bringing the position to 25,340 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #503.

Arkadios Wealth Advisors first reported a position in HYG in Q4 2019 and has held it in 23 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Arkadios Wealth Advisors held 25,340 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.02M as of Q1 2026.
  • Arkadios Wealth Advisors bought 9,252 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $744K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #503 holding.
  • Arkadios Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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