Bellevue Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bellevue Asset 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 Q2	$4.52K	Buy	56 +1	+2%	+$80	﹤0.01%	360
2026 Q1	$4.43K	Sell	55 -50	-48%	-$4.02K	﹤0.01%	330
2025 Q4	$8.47K	Buy	105 +1	+1%	+$81	﹤0.01%	292
2025 Q3	$8.45K	Buy	104 +1	+1%	+$81	﹤0.01%	295
2025 Q2	$8.33K	Buy	103 +1	+1%	+$79	﹤0.01%	293
2025 Q1	$8.09K	Hold	102	–	–	﹤0.01%	285
2024 Q4	$8.02K	Buy	102 +1	+1%	+$79	﹤0.01%	298
2024 Q3	$8.11K	Buy	101 +1	+1%	+$79	﹤0.01%	279
2024 Q2	$7.73K	Hold	100	–	–	﹤0.01%	278
2024 Q1	$7.77K	Hold	100	–	–	﹤0.01%	270
2023 Q4	$7.74K	Hold	100	–	–	0.01%	272
2023 Q3	$7.37K	Hold	100	–	–	0.01%	269
2023 Q2	$7.51K	Hold	100	–	–	﹤0.01%	281
2023 Q1	$7.55K	Hold	100	–	–	0.01%	288
2022 Q4	$7.35K	Hold	100	–	–	0.01%	289
2022 Q3	$7K	Hold	100	–	–	0.01%	300
2022 Q2	$7K	Hold	100	–	–	0.01%	304
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	322
2021 Q4	$9K	Hold	100	–	–	0.01%	331
2021 Q3	$9K	Hold	100	–	–	0.01%	337
2021 Q2	$9K	Hold	100	–	–	0.01%	340
2021 Q1	$9K	Hold	100	–	–	0.01%	363
2020 Q4	$9K	Hold	100	–	–	0.01%	353
2020 Q3	$8K	Hold	100	–	–	0.01%	351
2020 Q2	$8K	Hold	100	–	–	0.01%	350
2020 Q1	$7K	Hold	100	–	–	0.01%	363
2019 Q4	$9K	Buy	+100	New	+$8.7K	0.01%	318

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bellevue Asset Management's HYG Position: Q2 2026 in Review

Bellevue Asset Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.8% in Q2 2026, buying an estimated $80 and bringing the position to 56 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Bellevue Asset Management first reported a position in HYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9K in Q4 2021. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Bellevue Asset Management held 56 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.52K as of Q2 2026.
Bellevue Asset Management bought 1 iShares iBoxx $ High Yield Corporate Bond ETF share in Q2 2026, an estimated $80.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #360 holding.
Bellevue Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9K in Q4 2021.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.