Consilium Wealth Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Consilium Wealth Advisory’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	$810K	Buy	10,490 +44	+0.4%	+$3.49K	0.24%	63
2026 Q2	$835K	Buy	10,446 +2,941	+39%	+$235K	0.25%	62
2026 Q1	$597K	Buy	7,505 +1,438	+24%	+$116K	0.2%	68
2025 Q4	$489K	Hold	6,067	–	–	0.18%	68
2025 Q3	$493K	Hold	6,067	–	–	0.19%	69
2025 Q2	$489K	Buy	+6,067	New	+$478K	0.21%	67
2023 Q4	–	Sell	-3,806	Closed	-$281K	–	88
2023 Q3	$281K	Sell	3,806 -1,506	-28%	-$112K	0.2%	68
2023 Q2	$399K	Buy	5,312 +124	+2%	+$9.25K	0.28%	62
2023 Q1	$392K	Sell	5,188 -12,678	-71%	-$950K	0.33%	57
2022 Q4	$1.32M	Buy	+17,866	New	+$1.32M	1.12%	20
2022 Q3	–	Sell	-3,753	Closed	-$276K	–	73
2022 Q2	$276K	Sell	3,753 -2,689	-42%	-$209K	0.3%	64
2022 Q1	$530K	Sell	6,442 -2,818	-30%	-$236K	0.38%	56
2021 Q4	$806K	Buy	+9,260	New	+$803K	0.52%	48

Other funds holding HYG

British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

BNP Paribas Paris, France $4.15B AUM 31.27% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Consilium Wealth Advisory's HYG Position: Q3 2026 in Review

Consilium Wealth Advisory increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.42% in Q3 2026, buying an estimated $3.49K and bringing the position to 10,490 shares worth $810K. The position accounts for 0.24% of the portfolio, ranked #63.

Consilium Wealth Advisory first reported a position in HYG in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.32M in Q4 2022. 774 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Consilium Wealth Advisory held 10,490 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $810K as of Q3 2026.
Consilium Wealth Advisory bought 44 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $3.49K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.24% of Consilium Wealth Advisory's portfolio in Q3 2026, its #63 holding.
Consilium Wealth Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
Consilium Wealth Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.32M in Q4 2022.
774 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.