Buck Wealth Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Buck Wealth Strategies’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	$1.75M	Buy	+22,005	New	+$1.77M	0.22%	49
2025 Q4	–	Sell	-26,044	Closed	-$2.11M	–	187
2025 Q3	$2.11M	Sell	26,044 -301	-1%	-$24.3K	0.29%	50
2025 Q2	$2.12M	Buy	26,345 +8,967	+52%	+$706K	0.32%	49
2025 Q1	$1.37M	Buy	+17,378	New	+$1.38M	0.25%	52

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

Buck Wealth Strategies's HYG Position: Q1 2026 in Review

Buck Wealth Strategies opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026: 22,005 shares worth $1.75M. The stake represents 0.22% of the portfolio and ranks #49 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in HYG as recently as Q3 2025.

Buck Wealth Strategies first reported a position in HYG in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.12M in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Buck Wealth Strategies held 22,005 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.75M as of Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Buck Wealth Strategies position in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.22% of Buck Wealth Strategies's portfolio in Q1 2026, its #49 holding.
Buck Wealth Strategies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
Buck Wealth Strategies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.12M in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.