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 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 $1.66T 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

Atlas Private Wealth Advisors's HYG Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.44% in Q1 2026, buying an estimated $1.21K and bringing the position to 3,435 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #113.

Atlas Private Wealth Advisors first reported a position in HYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.27M in Q3 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Atlas Private Wealth Advisors held 3,435 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $273K as of Q1 2026.
Atlas Private Wealth Advisors bought 15 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.21K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #113 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 24 quarters since.
Atlas Private Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.27M in Q3 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.