Daymark Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Daymark Wealth Partners’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	$410K	Sell	5,154 -192	-4%	-$15.4K	0.01%	484
2025 Q4	$431K	Sell	5,346 -84	-2%	-$6.77K	0.01%	424
2025 Q3	$441K	Sell	5,430 -423	-7%	-$34.1K	0.02%	408
2025 Q2	$472K	Sell	5,853 -7,188	-55%	-$566K	0.02%	362
2025 Q1	$1.03M	Buy	13,041 +4,393	+51%	+$349K	0.04%	238
2024 Q4	$680K	Sell	8,648 -307	-3%	-$24.4K	0.03%	285
2024 Q3	$719K	Buy	8,955 +436	+5%	+$34.3K	0.03%	287
2024 Q2	$657K	Buy	+8,519	New	+$655K	0.03%	295

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

Daymark Wealth Partners's HYG Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.6% in Q1 2026, selling an estimated $15.4K and leaving 5,154 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #484.

Daymark Wealth Partners first reported a position in HYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Daymark Wealth Partners held 5,154 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $410K as of Q1 2026.
Daymark Wealth Partners sold 192 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $15.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #484 holding.
Daymark Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.03M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.