Axxcess Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Axxcess Wealth Management’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	–	Sell	-80,126	Closed	-$6.46M	–	667
2025 Q4	$6.46M	Buy	80,126 +69,075	+625%	+$5.57M	0.11%	173
2025 Q3	$897K	Sell	11,051 -15,292	-58%	-$1.23M	0.02%	471
2025 Q2	$2.12M	Buy	26,343 +16,477	+167%	+$1.3M	0.05%	283
2025 Q1	$778K	Buy	9,866 +1,059	+12%	+$84.1K	0.02%	452
2024 Q4	$693K	Sell	8,807 -16,504	-65%	-$1.31M	0.02%	479
2024 Q3	$2.03M	Buy	25,311 +885	+4%	+$69.6K	0.05%	262
2024 Q2	$1.88M	Buy	24,426 +2,665	+12%	+$205K	0.05%	261
2024 Q1	$1.69M	Sell	21,761 -7,932	-27%	-$613K	0.05%	280
2023 Q4	$2.3M	Buy	+29,693	New	+$2.21M	0.07%	225
2023 Q3	–	Sell	-18,563	Closed	-$1.39M	–	819
2023 Q2	$1.39M	Buy	18,563 +8,517	+85%	+$636K	0.1%	179
2023 Q1	$759K	Buy	+10,046	New	+$753K	0.06%	282
2022 Q1	–	Sell	-91,046	Closed	-$7.92M	–	670
2021 Q4	$7.92M	Buy	+91,046	New	+$7.9M	0.58%	32

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

Axxcess Wealth Management's HYG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 80,126 shares — an estimated $6.46M sold.

Axxcess Wealth Management first reported a position in HYG in Q4 2021 and held it in 12 quarters. The position peaked at $7.92M in Q4 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Axxcess Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 80,126 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.46M.
Axxcess Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
Axxcess Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.92M in Q4 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.