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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
Q2 		– Sell
-2,550
Closed -$203K – 188
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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bellwether Advisors's HYG Position: Q2 2026 in Review

Bellwether Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 2,550 shares — an estimated $203K sold.

Bellwether Advisors first reported a position in HYG in Q4 2020 and held it in 15 quarters. The position peaked at $289K in Q2 2021. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Bellwether Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bellwether Advisors sold 2,550 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $203K.
  • Bellwether Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
  • Bellwether Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $289K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.