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

Atlas Private 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	$265K	Sell	3,310 -125	-4%	-$10K	0.06%	121
2026 Q1	$273K	Buy	3,435 +15	+0.4%	+$1.21K	0.06%	113
2025 Q4	$276K	Sell	3,420 -117	-3%	-$9.43K	0.06%	113
2025 Q3	$287K	Sell	3,537 -3,337	-49%	-$269K	0.07%	115
2025 Q2	$555K	Sell	6,874 -301	-4%	-$23.7K	0.07%	114
2025 Q1	$566K	Sell	7,175 -142	-2%	-$11.3K	0.08%	105
2024 Q4	$576K	Sell	7,317 -3,909	-35%	-$310K	0.08%	100
2024 Q3	$901K	Sell	11,226 -943	-8%	-$74.2K	0.13%	71
2024 Q2	$939K	Buy	12,169 +5,391	+80%	+$414K	0.15%	63
2024 Q1	$527K	Sell	6,778 -8,237	-55%	-$637K	0.18%	57
2023 Q4	$1.16M	Sell	15,015 -15,716	-51%	-$1.17M	0.22%	51
2023 Q3	$2.27M	Buy	30,731 +12,907	+72%	+$964K	0.43%	39
2023 Q2	$1.34M	Buy	17,824 +7,528	+73%	+$562K	0.27%	69
2023 Q1	$778K	Sell	10,296 -929	-8%	-$69.6K	0.36%	57
2022 Q4	$827K	Buy	11,225 +817	+8%	+$60.2K	0.44%	48
2022 Q3	$743K	Sell	10,408 -157	-1%	-$11.9K	0.45%	52
2022 Q2	$778K	Sell	10,565 -162	-2%	-$12.6K	0.47%	53
2022 Q1	$883K	Buy	10,727 +17	+0.2%	+$1.42K	0.39%	55
2021 Q4	$932K	Buy	10,710 +907	+9%	+$78.7K	0.43%	57
2021 Q3	$858K	Buy	9,803 +629	+7%	+$55.2K	0.45%	50
2021 Q2	$808K	Sell	9,174 -426	-4%	-$37.2K	0.44%	46
2021 Q1	$837K	Buy	9,600 +194	+2%	+$16.9K	0.47%	45
2020 Q4	$821K	Buy	9,406 +665	+8%	+$56.9K	0.55%	38
2020 Q3	$733K	Buy	8,741 +21	+0.2%	+$1.77K	0.61%	35
2020 Q2	$712K	Buy	+8,720	New	+$703K	0.63%	34

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

Atlas Private Wealth Advisors's HYG Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.6% in Q2 2026, selling an estimated $10K and leaving 3,310 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #121.

Atlas Private Wealth Advisors first reported a position in HYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.27M in Q3 2023. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Atlas Private Wealth Advisors held 3,310 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $265K as of Q2 2026.
Atlas Private Wealth Advisors sold 125 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Atlas Private Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.27M in Q3 2023.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.