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

Copia 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	$677K	Sell	8,515 -1,245	-13%	-$100K	0.47%	54
2025 Q4	$787K	Buy	9,760 +18	+0.2%	+$1.45K	0.56%	40
2025 Q3	$791K	Buy	9,742 +31	+0.3%	+$2.5K	0.59%	41
2025 Q2	$783K	Sell	9,711 -7,320	-43%	-$577K	0.66%	39
2025 Q1	$1.34M	Buy	17,031 +8,885	+109%	+$705K	1.24%	18
2024 Q4	$641K	Buy	+8,146	New	+$647K	0.61%	36

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

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

Copia Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 13% in Q1 2026, selling an estimated $100K and leaving 8,515 shares worth $677K. The position accounts for 0.47% of the portfolio, ranked #54.

Copia Wealth Management first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Copia Wealth Management held 8,515 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $677K as of Q1 2026.
Copia Wealth Management sold 1,245 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $100K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.47% of Copia Wealth Management's portfolio in Q1 2026, its #54 holding.
Copia 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.
Copia Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.34M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.