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 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

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 $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Consilium Wealth Advisory's HYG Position: Q1 2026 in Review

Consilium Wealth Advisory increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 24% in Q1 2026, buying an estimated $116K and bringing the position to 7,505 shares worth $597K. The position accounts for 0.2% of the portfolio, ranked #68.

Consilium Wealth Advisory first reported a position in HYG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2022. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Consilium Wealth Advisory held 7,505 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $597K as of Q1 2026.
Consilium Wealth Advisory bought 1,438 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $116K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.2% of Consilium Wealth Advisory's portfolio in Q1 2026, its #68 holding.
Consilium Wealth Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
Consilium Wealth Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.32M in Q4 2022.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.