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

AssuredPartners Investment 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	$2.27M	Sell	28,414 -4,840	-15%	-$387K	0.22%	116
2026 Q1	$2.65M	Buy	33,254 +950	+3%	+$76.4K	0.29%	89
2025 Q4	$2.6M	Buy	32,304 +18,733	+138%	+$1.51M	0.39%	66
2025 Q3	$1.1M	Buy	13,571 +6,535	+93%	+$527K	0.25%	82
2025 Q2	$567K	Sell	7,036 -30,084	-81%	-$2.37M	0.14%	114
2025 Q1	$2.93M	Buy	37,120 +2,239	+6%	+$178K	0.57%	49
2024 Q4	$2.74M	Buy	+34,881	New	+$2.77M	0.53%	48

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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

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

AssuredPartners Investment Advisors's HYG Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 15% in Q2 2026, selling an estimated $387K and leaving 28,414 shares worth $2.27M. The position accounts for 0.22% of the portfolio, ranked #116.

AssuredPartners Investment Advisors first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q1 2025. 992 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

AssuredPartners Investment Advisors held 28,414 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.27M as of Q2 2026.
AssuredPartners Investment Advisors sold 4,840 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $387K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.22% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #116 holding.
AssuredPartners Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.93M in Q1 2025.
992 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.