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 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 $1.66T 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

BG Investment Services's HYG Position: Q1 2026 in Review

BG Investment Services reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.3% in Q1 2026, selling an estimated $11.5K and leaving 6,014 shares worth $478K. The position accounts for 0.4% of the portfolio, ranked #35.

BG Investment Services first reported a position in HYG in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.27M in Q4 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

BG Investment Services held 6,014 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $478K as of Q1 2026.
BG Investment Services sold 143 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $11.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.4% of BG Investment Services's portfolio in Q1 2026, its #35 holding.
BG Investment Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
BG Investment Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.27M in Q4 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.