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 Q2	$856K	Sell	10,701 -13,964	-57%	-$1.12M	0.1%	61
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 $1.89T 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

BlueSky Wealth Advisors's HYG Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 57% in Q2 2026, selling an estimated $1.12M and leaving 10,701 shares worth $856K. The position accounts for 0.1% of the portfolio, ranked #61.

BlueSky Wealth Advisors first reported a position in HYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $17.5M in Q4 2025. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

BlueSky Wealth Advisors held 10,701 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $856K as of Q2 2026.
BlueSky Wealth Advisors sold 13,964 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.1% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #61 holding.
BlueSky Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
BlueSky Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17.5M in Q4 2025.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.