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

Bellwether 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	$203K	Sell	2,550 -11	-0.4%	-$885	0.03%	158
2025 Q4	$207K	Buy	+2,561	New	+$206K	0.03%	132
2025 Q3	–	Sell	-1,640	Closed	-$132K	–	329
2025 Q2	$132K	Buy	1,640 +72	+5%	+$5.67K	0.02%	152
2025 Q1	$124K	Buy	1,568 +239	+18%	+$19K	0.03%	154
2024 Q4	$105K	Buy	+1,329	New	+$106K	0.02%	177
2023 Q2	–	Sell	-617	Closed	-$46.7K	–	252
2023 Q1	$46.7K	Buy	617 +5	+0.8%	+$375	0.01%	195
2022 Q4	$45.1K	Buy	612 +32	+6%	+$2.36K	0.01%	197
2022 Q3	$41K	Sell	580 -2,563	-82%	-$194K	0.01%	173
2022 Q2	$231K	Buy	3,143 +11	+0.4%	+$855	0.07%	109
2022 Q1	$257K	Buy	3,132 +46	+1%	+$3.85K	0.08%	127
2021 Q4	$268K	Hold	3,086	–	–	0.08%	115
2021 Q3	$270K	Sell	3,086 -200	-6%	-$17.5K	0.09%	133
2021 Q2	$289K	Buy	3,286 +103	+3%	+$8.99K	0.1%	114
2021 Q1	$277K	Sell	3,183 -72	-2%	-$6.26K	0.11%	98
2020 Q4	$284K	Buy	+3,255	New	+$279K	0.13%	96

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

Bellwether Advisors's HYG Position: Q1 2026 in Review

Bellwether Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.43% in Q1 2026, selling an estimated $885 and leaving 2,550 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #158.

Bellwether Advisors first reported a position in HYG in Q4 2020 and has held it in 15 quarters since. The position peaked at $289K in Q2 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Bellwether Advisors held 2,550 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $203K as of Q1 2026.
Bellwether Advisors sold 11 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $885.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Bellwether Advisors's portfolio in Q1 2026, its #158 holding.
Bellwether Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
Bellwether Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $289K in Q2 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.