BG Investment Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

BG Investment Services’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	$449K	Sell	5,611 -403	-7%	-$32.2K	0.32%	38
2026 Q1	$478K	Sell	6,014 -143	-2%	-$11.5K	0.4%	35
2025 Q4	$496K	Sell	6,157 -647	-10%	-$52.2K	0.44%	32
2025 Q3	$552K	Sell	6,804 -1,678	-20%	-$135K	0.54%	31
2025 Q2	$700K	Sell	8,482 -8,551	-50%	-$674K	0.87%	24
2025 Q1	$1.34M	Sell	17,033 -6,833	-29%	-$542K	1.45%	16
2024 Q4	$1.88M	Buy	+23,866	New	+$1.89M	1.89%	11
2022 Q4	$2.63M	Buy	35,746 +1,011	+3%	+$74.5K	2.87%	8
2022 Q3	$2.48M	Sell	34,735 -2,051	-6%	-$155K	3.02%	8
2022 Q2	$2.71M	Sell	36,786 -1,554	-4%	-$121K	2.98%	8
2022 Q1	$3.15M	Buy	38,340 +756	+2%	+$63.2K	3.09%	8
2021 Q4	$3.27M	Buy	+37,584	New	+$3.26M	2.95%	8

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

BG Investment Services's HYG Position: Q2 2026 in Review

BG Investment Services reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.7% in Q2 2026, selling an estimated $32.2K and leaving 5,611 shares worth $449K. The position accounts for 0.32% of the portfolio, ranked #38.

BG Investment Services first reported a position in HYG in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.27M in Q4 2021. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

BG Investment Services held 5,611 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $449K as of Q2 2026.
BG Investment Services sold 403 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $32.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.32% of BG Investment Services's portfolio in Q2 2026, its #38 holding.
BG Investment Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
BG Investment Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.27M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.