Atria Investments’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Atria Investments’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	$2.67M	Sell	33,607 -209	-0.6%	-$16.8K	0.03%	582
2025 Q4	$2.73M	Sell	33,816 -1,182	-3%	-$95.3K	0.03%	598
2025 Q3	$2.84M	Buy	34,998 +1,397	+4%	+$113K	0.03%	586
2025 Q2	$2.71M	Sell	33,601 -10,754	-24%	-$847K	0.03%	599
2025 Q1	$3.5M	Sell	44,355 -21,589	-33%	-$1.71M	0.04%	487
2024 Q4	$5.19M	Sell	65,944 -19,917	-23%	-$1.58M	0.06%	334
2024 Q3	$6.89M	Buy	85,861 +8,144	+10%	+$641K	0.09%	268
2024 Q2	$6M	Sell	77,717 -3,594	-4%	-$276K	0.08%	293
2024 Q1	$6.32M	Sell	81,311 -10,709	-12%	-$828K	0.09%	278
2023 Q4	$7.12M	Sell	92,020 -10,199	-10%	-$760K	0.11%	219
2023 Q3	$7.54M	Sell	102,219 -408	-0.4%	-$30.5K	0.13%	187
2023 Q2	$7.7M	Buy	102,627 +85,325	+493%	+$6.37M	0.14%	172
2023 Q1	$1.31M	Sell	17,302 -129,319	-88%	-$9.69M	0.02%	702
2022 Q4	$10.8M	Buy	146,621 +120,200	+455%	+$8.86M	0.22%	100
2022 Q3	$1.89M	Sell	26,421 -29,748	-53%	-$2.25M	0.04%	502
2022 Q2	$4.13M	Sell	56,169 -136,098	-71%	-$10.6M	0.09%	282
2022 Q1	$15.8M	Sell	192,267 -140,752	-42%	-$11.8M	0.28%	73
2021 Q4	$29M	Buy	333,019 +74,165	+29%	+$6.43M	0.52%	31
2021 Q3	$22.6M	Buy	258,854 +106,477	+70%	+$9.34M	0.41%	46
2021 Q2	$13.4M	Sell	152,377 -8,675	-5%	-$757K	0.26%	82
2021 Q1	$14M	Sell	161,052 -74,291	-32%	-$6.46M	0.31%	68
2020 Q4	$20.5M	Buy	235,343 +23,029	+11%	+$1.97M	0.5%	33
2020 Q3	$17.8M	Buy	212,314 +83,991	+65%	+$7.07M	0.54%	33
2020 Q2	$10.5M	Buy	+128,323	New	+$10.3M	0.36%	64
2020 Q1	–	Sell	-261,028	Closed	-$23M	–	826
2019 Q4	$23M	Buy	261,028 +17,742	+7%	+$1.54M	0.62%	23
2019 Q3	$21.2M	Buy	243,286 +155,714	+178%	+$13.5M	0.76%	22
2019 Q2	$7.52M	Sell	87,572 -18,478	-17%	-$1.6M	0.28%	77
2019 Q1	$9.17M	Buy	106,050 +28,285	+36%	+$2.4M	0.39%	52
2018 Q4	$6.31M	Sell	77,765 -17,816	-19%	-$1.49M	0.28%	60
2018 Q3	$8.26M	Sell	95,581 -19,387	-17%	-$1.67M	0.33%	53
2018 Q2	$9.78M	Buy	114,968 +31,216	+37%	+$2.67M	0.43%	40
2018 Q1	$7.17M	Sell	83,752 -18,144	-18%	-$1.57M	0.35%	48
2017 Q4	$8.89M	Buy	101,896 +9,970	+11%	+$875K	0.44%	37
2017 Q3	$8.16M	Buy	91,926 +16,751	+22%	+$1.48M	0.44%	36
2017 Q2	$6.64M	Buy	75,175 +24,199	+47%	+$2.13M	0.41%	42
2017 Q1	$4.47M	Buy	50,976 +17,266	+51%	+$1.51M	0.29%	67
2016 Q4	$2.92M	Sell	33,710 -37,738	-53%	-$3.25M	0.22%	85
2016 Q3	$6.24M	Buy	71,448 +56,683	+384%	+$4.88M	0.57%	29
2016 Q2	$1.25M	Buy	14,765 +7,426	+101%	+$617K	0.14%	139
2016 Q1	$599K	Sell	7,339 -3,018	-29%	-$240K	0.07%	215
2015 Q4	$824K	Buy	10,357 +7,116	+220%	+$592K	0.09%	169
2015 Q3	$270K	Sell	3,241 -1,843	-36%	-$160K	0.04%	279
2015 Q2	$451K	Sell	5,084 -8,152	-62%	-$737K	0.05%	256
2015 Q1	$1.2M	Buy	13,236 +3,109	+31%	+$281K	0.14%	110
2014 Q4	$907K	Sell	10,127 -58,348	-85%	-$5.31M	0.1%	175
2014 Q3	$6.3M	Buy	68,475 +17,344	+34%	+$1.62M	0.64%	31
2014 Q2	$4.87M	Sell	51,131 -5,168	-9%	-$489K	0.49%	36
2014 Q1	$5.31M	Buy	56,299 +6,405	+13%	+$601K	0.54%	32
2013 Q4	$4.63M	Buy	49,894 +5,879	+13%	+$546K	0.46%	41
2013 Q3	$4.03M	Buy	44,015 +23,910	+119%	+$2.19M	0.42%	43
2013 Q2	$1.83M	Buy	+20,105	New	+$1.89M	0.22%	67

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

Atria Investments's HYG Position: Q1 2026 in Review

Atria Investments reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.62% in Q1 2026, selling an estimated $16.8K and leaving 33,607 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #582.

Atria Investments first reported a position in HYG in Q2 2013 and has held it in 51 quarters since. The position peaked at $29M in Q4 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Atria Investments held 33,607 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.67M as of Q1 2026.
Atria Investments sold 209 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $16.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #582 holding.
Atria Investments first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 51 quarters since.
Atria Investments's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $29M in Q4 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.