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Consultiva Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Consultiva Wealth Management’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 		$22.8K Hold
287
– – 0.07% 151
2025
Q4 		$23.1K Hold
287
– – 0.07% 148
2025
Q3 		$23.3K Hold
287
– – 0.07% 145
2025
Q2 		$23.1K Hold
287
– – 0.07% 146
2025
Q1 		$22.6K Hold
287
– – 0.08% 145
2024
Q4 		$22.6K Buy
+287
New +$22.8K 0.11% 92

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Consultiva Wealth Management's HYG Position: Q1 2026 in Review

Consultiva Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 287 shares worth $22.8K. The position accounts for 0.07% of the portfolio, ranked #151.

Consultiva Wealth Management first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.3K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Consultiva Wealth Management held 287 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $22.8K as of Q1 2026.
  • Consultiva Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Consultiva Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Consultiva Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $23.3K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.