Biltmore Family Office’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Biltmore Family Office’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	–	Sell	-200	Closed	-$16.1K	–	344
2025 Q4	$16.1K	Buy	+200	New	+$16.1K	﹤0.01%	294
2023 Q3	–	Sell	-27	Closed	-$2.03K	–	242
2023 Q2	$2.03K	Hold	27	–	–	﹤0.01%	219
2023 Q1	$2.04K	Hold	27	–	–	﹤0.01%	264
2022 Q4	$1.99K	Hold	27	–	–	﹤0.01%	253
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	205
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	204
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	209
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	227
2021 Q3	$2K	Buy	+27	New	+$2.37K	﹤0.01%	206
2020 Q1	–	Sell	-175	Closed	-$15K	–	201
2019 Q4	$15K	Sell	175 -19,909	-99%	-$1.73M	0.01%	187
2019 Q3	$1.75M	Sell	20,084 -2,579	-11%	-$224K	0.76%	43
2019 Q2	$1.98M	Sell	22,663 -1,171	-5%	-$101K	1.07%	30
2019 Q1	$2.06M	Buy	23,834 +601	+3%	+$51K	1.05%	32
2018 Q4	$1.88M	Sell	23,233 -4,910	-17%	-$411K	1.06%	33
2018 Q3	$2.43M	Sell	28,143 -750	-3%	-$64.4K	1.16%	28
2018 Q2	$2.46M	Sell	28,893 -1,110	-4%	-$95.1K	1.22%	26
2018 Q1	$2.57M	Buy	30,003 +765	+3%	+$66.1K	1.14%	29
2017 Q4	$2.55M	Buy	+29,238	New	+$2.57M	1.15%	30

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 $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Biltmore Family Office's HYG Position: Q1 2026 in Review

Biltmore Family Office sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 200 shares — an estimated $16.1K sold.

Biltmore Family Office first reported a position in HYG in Q4 2017 and held it in 18 quarters. The position peaked at $2.57M in Q1 2018. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Biltmore Family Office reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Biltmore Family Office sold 200 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $16.1K.
Biltmore Family Office first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 18 quarters.
Biltmore Family Office's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.57M in Q1 2018.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.