Boston Research & Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Boston Research & Management’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	$2.56M	Buy	32,125 +133	+0.4%	+$10.7K	0.61%	58
2025 Q4	$2.58M	Buy	31,992 +216	+0.7%	+$17.4K	0.59%	58
2025 Q3	$2.58M	Sell	31,776 -7	-0%	-$564	0.57%	59
2025 Q2	$2.56M	Sell	31,783 -486	-2%	-$38.3K	0.61%	57
2025 Q1	$2.54M	Sell	32,269 -866	-3%	-$68.7K	0.63%	57
2024 Q4	$2.61M	Sell	33,135 -250	-0.7%	-$19.8K	0.64%	55
2024 Q3	$2.68M	Sell	33,385 -7	-0%	-$551	0.63%	57
2024 Q2	$2.58M	Sell	33,392 -349	-1%	-$26.8K	0.65%	58
2024 Q1	$2.62M	Sell	33,741 -646	-2%	-$49.9K	0.65%	58
2023 Q4	$2.66M	Buy	34,387 +6,231	+22%	+$465K	0.71%	57
2023 Q3	$2.08M	Buy	28,156 +1,289	+5%	+$96.2K	0.61%	59
2023 Q2	$2.02M	Sell	26,867 -18	-0.1%	-$1.34K	0.57%	60
2023 Q1	$2.03M	Sell	26,885 -1,564	-5%	-$117K	0.61%	59
2022 Q4	$2.09M	Buy	28,449 +320	+1%	+$23.6K	0.65%	58
2022 Q3	$2.01M	Buy	28,129 +3,587	+15%	+$271K	0.68%	56
2022 Q2	$1.81M	Sell	24,542 -678	-3%	-$52.7K	0.59%	63
2022 Q1	$2.08M	Sell	25,220 -1,847	-7%	-$154K	0.6%	58
2021 Q4	$2.35M	Buy	27,067 +43	+0.2%	+$3.73K	0.64%	58
2021 Q3	$2.36M	Buy	27,024 +4,096	+18%	+$359K	0.7%	56
2021 Q2	$2.02M	Sell	22,928 -199	-0.9%	-$17.4K	0.61%	57
2021 Q1	$2.02M	Sell	23,127 -768	-3%	-$66.8K	0.65%	55
2020 Q4	$2.09M	Buy	23,895 +303	+1%	+$25.9K	0.73%	51
2020 Q3	$1.98M	Sell	23,592 -932	-4%	-$78.4K	0.77%	47
2020 Q2	$2M	Buy	24,524 +23	+0.1%	+$1.85K	0.83%	46
2020 Q1	$1.89M	Buy	24,501 +340	+1%	+$28.7K	0.95%	40
2019 Q4	$2.12M	Sell	24,161 -95	-0.4%	-$8.27K	0.8%	46
2019 Q3	$2.11M	Buy	24,256 +1,627	+7%	+$141K	0.84%	48
2019 Q2	$1.97M	Buy	22,629 +281	+1%	+$24.3K	0.8%	49
2019 Q1	$1.93M	Sell	22,348 -561	-2%	-$47.6K	0.81%	48
2018 Q4	$1.86M	Buy	22,909 +1,175	+5%	+$98.4K	0.88%	46
2018 Q3	$1.88M	Sell	21,734 -23	-0.1%	-$1.98K	0.86%	48
2018 Q2	$1.85M	Sell	21,757 -694	-3%	-$59.5K	0.91%	49
2018 Q1	$1.92M	Buy	22,451 +221	+1%	+$19.1K	0.98%	44
2017 Q4	$1.94M	Sell	22,230 -930	-4%	-$81.6K	0.97%	46
2017 Q3	$2.06M	Sell	23,160 -195	-0.8%	-$17.2K	1.05%	46
2017 Q2	$2.06M	Buy	23,355 +530	+2%	+$46.6K	1.12%	45
2017 Q1	$2M	Buy	22,825 +125	+0.6%	+$10.9K	1.09%	46
2016 Q4	$1.96M	Buy	22,700 +95	+0.4%	+$8.18K	1.12%	45
2016 Q3	$1.97M	Buy	22,605 +188	+0.8%	+$16.2K	1.14%	46
2016 Q2	$1.9M	Sell	22,417 -692	-3%	-$57.5K	1.15%	44
2016 Q1	$1.89M	Buy	23,109 +194	+0.8%	+$15.4K	1.18%	43
2015 Q4	$1.85M	Sell	22,915 -1,987	-8%	-$165K	1.15%	42
2015 Q3	$2.07M	Sell	24,902 -340	-1%	-$29.5K	1.37%	36
2015 Q2	$2.24M	Hold	25,242	–	–	1.42%	36
2015 Q1	$2.29M	Buy	25,242 +1,010	+4%	+$91.4K	1.45%	34
2014 Q4	$2.17M	Buy	24,232 +821	+4%	+$74.7K	1.36%	37
2014 Q3	$2.15M	Buy	23,411 +735	+3%	+$68.7K	1.45%	31
2014 Q2	$2.16M	Sell	22,676 -232	-1%	-$21.9K	1.49%	32
2014 Q1	$2.16M	Buy	22,908 +50	+0.2%	+$4.69K	1.59%	26
2013 Q4	$2.12M	Sell	22,858 -219	-0.9%	-$20.3K	1.63%	27
2013 Q3	$2.11M	Buy	23,077 +1,435	+7%	+$132K	1.78%	20
2013 Q2	$1.97M	Buy	+21,642	New	+$2.03M	1.75%	23

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

Boston Research & Management's HYG Position: Q1 2026 in Review

Boston Research & Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.42% in Q1 2026, buying an estimated $10.7K and bringing the position to 32,125 shares worth $2.56M. The position accounts for 0.61% of the portfolio, ranked #58.

Boston Research & Management first reported a position in HYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.68M in Q3 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Boston Research & Management held 32,125 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.56M as of Q1 2026.
Boston Research & Management bought 133 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $10.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.61% of Boston Research & Management's portfolio in Q1 2026, its #58 holding.
Boston Research & Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.68M in Q3 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.