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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$92.3K Buy
1,160
+14
+1% +$1.13K 0.05% 154
2025
Q4
$92.4K Buy
+1,146
New +$92.4K 0.06% 148

Other funds holding HYG

Basepoint Wealth's HYG Position: Q1 2026 in Review

Basepoint Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.2% in Q1 2026, buying an estimated $1.13K and bringing the position to 1,160 shares worth $92.3K. The position accounts for 0.05% of the portfolio, ranked #154.

Basepoint Wealth first reported a position in HYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $92.4K in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Basepoint Wealth held 1,160 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $92.3K as of Q1 2026.
  • Basepoint Wealth bought 14 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.13K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Basepoint Wealth's portfolio in Q1 2026, its #154 holding.
  • Basepoint Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $92.4K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.