Checchi Capital Advisers’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Checchi Capital Advisers’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	$12.1M	Sell	150,813 -980	-0.6%	-$78.4K	0.54%	42
2026 Q1	$12.1M	Sell	151,793 -18,691	-11%	-$1.5M	0.61%	40
2025 Q4	$13.7M	Sell	170,484 -1,684	-1%	-$136K	0.7%	32
2025 Q3	$14M	Sell	172,168 -2,797	-2%	-$225K	0.73%	33
2025 Q2	$14.1M	Sell	174,965 -20,381	-10%	-$1.61M	0.79%	29
2025 Q1	$15.4M	Buy	195,346 +40,733	+26%	+$3.23M	0.81%	27
2024 Q4	$12.2M	Buy	154,613 +2,730	+2%	+$217K	0.71%	31
2024 Q3	$12.2M	Buy	151,883 +4,751	+3%	+$374K	0.68%	30
2024 Q2	$11.3M	Sell	147,132 -3,121	-2%	-$240K	0.57%	29
2024 Q1	$11.7M	Sell	150,253 -923	-0.6%	-$71.3K	0.91%	29
2023 Q4	$11.7M	Sell	151,176 -2	-0%	-$149	0.95%	28
2023 Q3	$11.1M	Sell	151,178 -14	-0%	-$1.04K	1.03%	25
2023 Q2	$11.3M	Sell	151,192 -1,603	-1%	-$120K	1.01%	23
2023 Q1	$11.5M	Sell	152,795 -1,609	-1%	-$121K	1.12%	19
2022 Q4	$11.4M	Buy	154,404 +40,578	+36%	+$2.99M	1.18%	19
2022 Q3	$8.13M	Buy	+113,826	New	+$8.6M	0.76%	30

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

Checchi Capital Advisers's HYG Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.65% in Q2 2026, selling an estimated $78.4K and leaving 150,813 shares worth $12.1M. The position accounts for 0.54% of the portfolio, ranked #42.

Checchi Capital Advisers first reported a position in HYG in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.4M in Q1 2025. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Checchi Capital Advisers held 150,813 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $12.1M as of Q2 2026.
Checchi Capital Advisers sold 980 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $78.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.54% of Checchi Capital Advisers's portfolio in Q2 2026, its #42 holding.
Checchi Capital Advisers first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Checchi Capital Advisers's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $15.4M in Q1 2025.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.