Crewe Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Crewe Advisors’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	$164K	Buy	2,050 +31	+2%	+$2.48K	0.01%	258
2026 Q1	$161K	Buy	2,019 +20	+1%	+$1.61K	0.01%	227
2025 Q4	$161K	Buy	1,999 +38	+2%	+$3.06K	0.01%	231
2025 Q3	$159K	Buy	+1,961	New	+$158K	0.02%	236
2025 Q1	–	Sell	-1,324	Closed	-$104K	–	734
2024 Q4	$104K	Hold	1,324	–	–	0.01%	201
2024 Q3	$106K	Hold	1,324	–	–	0.01%	222
2024 Q2	$102K	Hold	1,324	–	–	0.01%	266
2024 Q1	$103K	Buy	+1,324	New	+$102K	0.01%	268
2023 Q2	–	Sell	-41,512	Closed	-$3.14M	–	940
2023 Q1	$3.14M	Buy	41,512 +434	+1%	+$32.5K	0.46%	32
2022 Q4	$3.02M	Buy	41,078 +30,587	+292%	+$2.25M	0.48%	32
2022 Q3	$749K	Buy	10,491 +8,463	+417%	+$640K	0.14%	54
2022 Q2	$149K	Buy	2,028 +595	+42%	+$46.3K	0.03%	168
2022 Q1	$118K	Buy	1,433 +5	+0.4%	+$418	0.02%	161
2021 Q4	$124K	Buy	1,428 +803	+128%	+$69.7K	0.03%	122
2021 Q3	$55K	Buy	625 +219	+54%	+$19.2K	0.01%	146
2021 Q2	$36K	Buy	406 +147	+57%	+$12.8K	0.01%	177
2021 Q1	$23K	Buy	259 +68	+36%	+$5.92K	0.01%	209
2020 Q4	$17K	Sell	191 -30	-14%	-$2.57K	0.01%	215
2020 Q3	$19K	Hold	221	–	–	0.01%	186
2020 Q2	$18K	Hold	221	–	–	0.01%	145
2020 Q1	$17K	Hold	221	–	–	0.01%	131
2019 Q4	$19K	Sell	221 -40	-15%	-$3.48K	0.01%	155
2019 Q3	$23K	Sell	261 -2,702	-91%	-$235K	0.01%	154
2019 Q2	$258K	Buy	2,963 +1,214	+69%	+$105K	0.08%	74
2019 Q1	$151K	Buy	1,749 +324	+23%	+$27.5K	0.05%	67
2018 Q4	$116K	Hold	1,425	–	–	0.04%	72
2018 Q3	$123K	Hold	1,425	–	–	0.1%	76
2018 Q2	$121K	Hold	1,425	–	–	0.11%	70
2018 Q1	$122K	Buy	1,425 +345	+32%	+$29.8K	0.12%	68
2017 Q4	$94K	Buy	+1,080	New	+$94.8K	0.09%	79

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

Crewe Advisors's HYG Position: Q2 2026 in Review

Crewe Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.5% in Q2 2026, buying an estimated $2.48K and bringing the position to 2,050 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #258.

Crewe Advisors first reported a position in HYG in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.14M in Q1 2023. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Crewe Advisors held 2,050 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $164K as of Q2 2026.
Crewe Advisors bought 31 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.48K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #258 holding.
Crewe Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 30 quarters since.
Crewe Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.14M in Q1 2023.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.