BlueSky Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

BlueSky Wealth 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 Q1	$1.96M	Sell	24,665 -192,789	-89%	-$15.5M	0.25%	44
2025 Q4	$17.5M	Buy	217,454 +11,842	+6%	+$955K	2.31%	13
2025 Q3	$16.7M	Buy	205,612 +5,923	+3%	+$477K	2.25%	13
2025 Q2	$16.1M	Sell	199,689 -1,321	-0.7%	-$104K	2.34%	12
2025 Q1	$15.9M	Buy	201,010 +4,743	+2%	+$376K	2.46%	12
2024 Q4	$15.4M	Buy	196,267 +11,647	+6%	+$925K	2.41%	13
2024 Q3	$14.8M	Buy	184,620 +10,652	+6%	+$838K	2.3%	13
2024 Q2	$13.4M	Buy	173,968 +1,883	+1%	+$145K	2.26%	13
2024 Q1	$13.4M	Buy	172,085 +5,314	+3%	+$411K	10.47%	3
2023 Q4	$12.9M	Sell	166,771 -6,450	-4%	-$481K	2.4%	13
2023 Q3	$12.8M	Buy	173,221 +2,996	+2%	+$224K	2.61%	12
2023 Q2	$12.8M	Buy	170,225 +10,133	+6%	+$756K	2.57%	12
2023 Q1	$12.1M	Buy	160,092 +9,964	+7%	+$746K	2.5%	12
2022 Q4	$11.1M	Buy	150,128 +2,504	+2%	+$185K	2.44%	14
2022 Q3	$10.5M	Sell	147,624 -3,102	-2%	-$234K	2.45%	14
2022 Q2	$11.1M	Sell	150,726 -21,833	-13%	-$1.7M	2.46%	13
2022 Q1	$14.2M	Sell	172,559 -11,348	-6%	-$949K	2.76%	11
2021 Q4	$16M	Buy	183,907 +12,649	+7%	+$1.1M	2.96%	11
2021 Q3	$15M	Buy	171,258 +5,556	+3%	+$487K	2.93%	10
2021 Q2	$14.6M	Buy	165,702 +10,562	+7%	+$922K	2.86%	10
2021 Q1	$13.5M	Buy	155,140 +6,330	+4%	+$551K	3.05%	9
2020 Q4	$13M	Buy	148,810 +4,770	+3%	+$408K	3.14%	9
2020 Q3	$12.2M	Buy	144,040 +9,961	+7%	+$838K	3.19%	10
2020 Q2	$10.9M	Buy	+134,079	New	+$10.8M	3.13%	10

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

BlueSky Wealth Advisors's HYG Position: Q1 2026 in Review

BlueSky Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 89% in Q1 2026, selling an estimated $15.5M and leaving 24,665 shares worth $1.96M. The position accounts for 0.25% of the portfolio, ranked #44.

BlueSky Wealth Advisors first reported a position in HYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.5M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

BlueSky Wealth Advisors held 24,665 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.96M as of Q1 2026.
BlueSky Wealth Advisors sold 192,789 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $15.5M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.25% of BlueSky Wealth Advisors's portfolio in Q1 2026, its #44 holding.
BlueSky Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
BlueSky Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17.5M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.