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Beacon Pointe Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Beacon Pointe Advisors’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 		$3.77M Buy
47,367
+14,550
+44% +$1.17M 0.02% 546
2025
Q4 		$2.65M Buy
32,817
+1,901
+6% +$153K 0.02% 528
2025
Q3 		$2.51M Sell
30,916
-19,547
-39% -$1.57M 0.02% 500
2025
Q2 		$4.07M Sell
50,463
-2,170
-4% -$171K 0.04% 355
2025
Q1 		$4.15M Buy
52,633
+11,448
+28% +$909K 0.05% 336
2024
Q4 		$3.24M Sell
41,185
-28,791
-41% -$2.29M 0.04% 350
2024
Q3 		$5.62M Buy
69,976
+26,554
+61% +$2.09M 0.06% 265
2024
Q2 		$3.35M Sell
43,422
-16,270
-27% -$1.25M 0.04% 363
2024
Q1 		$4.64M Sell
59,692
-8,408
-12% -$650K 0.05% 300
2023
Q4 		$5.27M Sell
68,100
-2,743
-4% -$204K 0.06% 274
2023
Q3 		$5.22M Buy
70,843
+68
+0.1% +$5.08K 0.07% 255
2023
Q2 		$5.31M Buy
70,775
+11,794
+20% +$880K 0.09% 207
2023
Q1 		$4.46M Buy
58,981
+455
+0.8% +$34.1K 0.08% 229
2022
Q4 		$4.31M Buy
58,526
+17,952
+44% +$1.32M 0.08% 217
2022
Q3 		$2.9M Sell
40,574
-11,847
-23% -$895K 0.06% 244
2022
Q2 		$3.86M Buy
52,421
+4,736
+10% +$368K 0.08% 214
2022
Q1 		$3.92M Buy
47,685
+14,840
+45% +$1.24M 0.05% 301
2021
Q4 		$2.86M Sell
32,845
-505
-2% -$43.8K 0.07% 205
2021
Q3 		$2.92M Buy
33,350
+6,078
+22% +$533K 0.07% 229
2021
Q2 		$2.4M Buy
+27,272
New +$2.38M 0.09% 191

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beacon Pointe Advisors's HYG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 44% in Q1 2026, buying an estimated $1.17M and bringing the position to 47,367 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #546.

Beacon Pointe Advisors first reported a position in HYG in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.62M in Q3 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Beacon Pointe Advisors held 47,367 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.77M as of Q1 2026.
  • Beacon Pointe Advisors bought 14,550 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.17M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #546 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.62M in Q3 2024.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.