Axis Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Axis Wealth 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	$385K	Sell	4,842 -493	-9%	-$39.7K	0.2%	122
2025 Q4	$430K	Sell	5,335 -3,605	-40%	-$291K	0.24%	115
2025 Q3	$726K	Sell	8,940 -1,835	-17%	-$148K	0.42%	66
2025 Q2	$869K	Sell	10,775 -541	-5%	-$42.6K	0.57%	53
2025 Q1	$893K	Buy	11,316 +7,200	+175%	+$571K	0.66%	44
2024 Q4	$324K	Buy	+4,116	New	+$327K	0.27%	98

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

Axis Wealth Partners's HYG Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.2% in Q1 2026, selling an estimated $39.7K and leaving 4,842 shares worth $385K. The position accounts for 0.2% of the portfolio, ranked #122.

Axis Wealth Partners first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $893K in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Axis Wealth Partners held 4,842 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $385K as of Q1 2026.
Axis Wealth Partners sold 493 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $39.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.2% of Axis Wealth Partners's portfolio in Q1 2026, its #122 holding.
Axis Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $893K in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.