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Benjamin Edwards Inc’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Benjamin Edwards Inc’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 		$656K Buy
8,246
+368
+5% +$29.6K 0.01% 897
2025
Q4 		$635K Buy
7,878
+1,558
+25% +$126K 0.01% 866
2025
Q3 		$513K Buy
6,320
+1,176
+23% +$94.8K 0.01% 925
2025
Q2 		$415K Hold
5,144
– – 0.01% 905
2025
Q1 		$406K Sell
5,144
-1,452
-22% -$115K 0.01% 848
2024
Q4 		$519K Buy
6,596
+2,594
+65% +$206K 0.01% 809
2024
Q3 		$321K Buy
4,002
+1,705
+74% +$134K ﹤0.01% 931
2024
Q2 		$177K Buy
2,297
+41
+2% +$3.15K 0.03% 356
2024
Q1 		$175K Sell
2,256
-473
-17% -$36.6K 0.03% 354
2023
Q4 		$211K Hold
2,729
– – 0.05% 312
2023
Q3 		$201K Sell
2,729
-2,182
-44% -$163K 0.05% 279
2023
Q2 		$369K Buy
4,911
+225
+5% +$16.8K 0.09% 202
2023
Q1 		$354K Buy
4,686
+401
+9% +$30K 0.09% 210
2022
Q4 		$316K Buy
4,285
+749
+21% +$55.2K 0.08% 218
2022
Q3 		$252K Buy
3,536
+1,791
+103% +$135K 0.08% 222
2022
Q2 		$128K Buy
1,745
+1,149
+193% +$89.3K 0.04% 308
2022
Q1 		$49K Buy
+596
New +$49.8K 0.01% 454
2021
Q1 		– Sell
-5,252
Closed -$458K – 385
2020
Q4 		$458K Buy
5,252
+702
+15% +$60.1K 0.36% 99
2020
Q3 		$382K Buy
4,550
+721
+19% +$60.7K 0.32% 103
2020
Q2 		$313K Buy
3,829
+3,725
+3,582% +$300K 0.26% 110
2020
Q1 		$8K Hold
104
– – 0.01% 295
2019
Q4 		$9K Hold
104
– – 0.02% 227
2019
Q3 		$9K Hold
104
– – 0.02% 228
2019
Q2 		$9K Sell
104
-1,960
-95% -$169K 0.02% 221
2019
Q1 		$178K Buy
+2,064
New +$175K 0.85% 22

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

Benjamin Edwards Inc's HYG Position: Q1 2026 in Review

Benjamin Edwards Inc increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.7% in Q1 2026, buying an estimated $29.6K and bringing the position to 8,246 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #897.

Benjamin Edwards Inc first reported a position in HYG in Q1 2019 and has held it in 25 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Benjamin Edwards Inc held 8,246 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $656K as of Q1 2026.
  • Benjamin Edwards Inc bought 368 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $29.6K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #897 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.