Ausdal Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ausdal Financial Partners’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	$1.03M	Buy	12,919 +1,892	+17%	+$152K	0.05%	381
2025 Q4	$889K	Sell	11,027 -15,382	-58%	-$1.24M	0.04%	393
2025 Q3	$2.14M	Buy	+26,409	New	+$2.13M	0.1%	202
2022 Q1	–	Sell	-2,356	Closed	-$205K	–	502
2021 Q4	$205K	Buy	+2,356	New	+$204K	0.03%	448
2020 Q4	–	Sell	-2,647	Closed	-$222K	–	426
2020 Q3	$222K	Buy	+2,647	New	+$223K	0.05%	314
2019 Q4	–	Sell	-2,523	Closed	-$220K	–	335
2019 Q3	$220K	Buy	+2,523	New	+$219K	0.08%	277
2018 Q4	–	Sell	-3,774	Closed	-$326K	–	308
2018 Q3	$326K	Buy	3,774 +17	+0.5%	+$1.46K	0.09%	263
2018 Q2	$320K	Sell	3,757 -1,020	-21%	-$87.4K	0.1%	262
2018 Q1	$409K	Sell	4,777 -1,631	-25%	-$141K	0.14%	202
2017 Q4	$559K	Sell	6,408 -4,255	-40%	-$373K	0.2%	152
2017 Q3	$946K	Sell	10,663 -331	-3%	-$29.2K	0.38%	71
2017 Q2	$972K	Sell	10,994 -754	-6%	-$66.4K	0.42%	65
2017 Q1	$1.03M	Buy	11,748 +925	+9%	+$80.8K	0.46%	57
2016 Q4	$937K	Buy	10,823 +319	+3%	+$27.5K	0.44%	59
2016 Q3	$917K	Sell	10,504 -226	-2%	-$19.4K	0.46%	60
2016 Q2	$909K	Sell	10,730 -497	-4%	-$41.3K	0.47%	62
2016 Q1	$917K	Buy	11,227 +1,534	+16%	+$122K	0.52%	59
2015 Q4	$781K	Buy	+9,693	New	+$806K	0.39%	62

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

Ausdal Financial Partners's HYG Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 17% in Q1 2026, buying an estimated $152K and bringing the position to 12,919 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #381.

Ausdal Financial Partners first reported a position in HYG in Q4 2015 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Ausdal Financial Partners held 12,919 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.03M as of Q1 2026.
Ausdal Financial Partners bought 1,892 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $152K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #381 holding.
Ausdal Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and has held it in 18 quarters since.
Ausdal Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.14M in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.