Box Hill Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Box Hill Private Wealth’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 Q3	$344K	Sell	4,462 -453	-9%	-$35.9K	0.25%	54
2026 Q2	$393K	Sell	4,915 -855	-15%	-$68.4K	0.32%	46
2026 Q1	$459K	Sell	5,770 -756	-12%	-$60.8K	0.45%	34
2025 Q4	$526K	Buy	+6,526	New	+$526K	0.53%	35

Other funds holding HYG

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

APU

Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Box Hill Private Wealth's HYG Position: Q3 2026 in Review

Box Hill Private Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.2% in Q3 2026, selling an estimated $35.9K and leaving 4,462 shares worth $344K. The position accounts for 0.25% of the portfolio, ranked #54.

Box Hill Private Wealth first reported a position in HYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $526K in Q4 2025. 50 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Box Hill Private Wealth held 4,462 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $344K as of Q3 2026.
Box Hill Private Wealth sold 453 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $35.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.25% of Box Hill Private Wealth's portfolio in Q3 2026, its #54 holding.
Box Hill Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Box Hill Private Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $526K in Q4 2025.
50 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.