DAS
HYG icon

Dynamic Advisor Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Dynamic Advisor Solutions’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 		$1.93M Sell
24,130
-971
-4% -$77.7K 0.05% 346
2026
Q1 		$2M Sell
25,101
-7,589
-23% -$610K 0.06% 313
2025
Q4 		$2.64M Sell
32,690
-4,273
-12% -$344K 0.08% 247
2025
Q3 		$3M Buy
36,963
+8,145
+28% +$656K 0.09% 235
2025
Q2 		$2.32M Sell
28,818
-111
-0.4% -$8.74K 0.07% 270
2025
Q1 		$2.28M Buy
28,929
+596
+2% +$47.3K 0.08% 256
2024
Q4 		$2.23M Sell
28,333
-11,014
-28% -$874K 0.1% 192
2024
Q3 		$3.16M Buy
39,347
+869
+2% +$68.4K 0.09% 234
2024
Q2 		$2.97M Buy
38,478
+4,420
+13% +$340K 0.09% 237
2024
Q1 		$2.65M Buy
34,058
+2,103
+7% +$163K 0.09% 264
2023
Q4 		$2.45M Buy
31,955
+1,270
+4% +$94.7K 0.09% 254
2023
Q3 		$2.26M Buy
30,685
+2,294
+8% +$171K 0.11% 216
2023
Q2 		$2.13M Sell
28,391
-160
-0.6% -$11.9K 0.11% 209
2023
Q1 		$2.16M Buy
28,551
+24,383
+585% +$1.83M 0.13% 204
2022
Q4 		$307K Buy
4,168
+1,019
+32% +$75.1K 0.02% 548
2022
Q3 		$225K Buy
3,149
+36
+1% +$2.72K 0.02% 602
2022
Q2 		$229K Sell
3,113
-2,805
-47% -$218K 0.02% 611
2022
Q1 		$487K Buy
5,918
+261
+5% +$21.8K 0.03% 443
2021
Q4 		$492K Buy
5,657
+976
+21% +$84.7K 0.04% 428
2021
Q3 		$410K Sell
4,681
-101,676
-96% -$8.92M 0.03% 492
2021
Q2 		$9.36M Buy
106,357
+2,578
+2% +$225K 0.74% 21
2021
Q1 		$9.05M Sell
103,779
-13,325
-11% -$1.16M 0.84% 18
2020
Q4 		$10.2M Buy
117,104
+94,482
+418% +$8.09M 0.96% 15
2020
Q3 		$1.9M Buy
22,622
+347
+2% +$29.2K 0.22% 123
2020
Q2 		$1.82M Sell
22,275
-1,244
-5% -$100K 0.25% 114
2020
Q1 		$1.81M Sell
23,519
-411
-2% -$34.7K 0.33% 89
2019
Q4 		$2.1M Buy
23,930
+170
+0.7% +$14.8K 0.29% 96
2019
Q3 		$2.07M Sell
23,760
-817
-3% -$71K 0.32% 79
2019
Q2 		$2.14M Buy
24,577
+2,145
+10% +$185K 0.34% 76
2019
Q1 		$1.94M Sell
22,432
-531
-2% -$45.1K 0.37% 75
2018
Q4 		$1.94M Sell
22,963
-2,386
-9% -$200K 0.41% 67
2018
Q3 		$2.19M Sell
25,349
-5,362
-17% -$461K 0.45% 61
2018
Q2 		$2.61M Sell
30,711
-738
-2% -$63.2K 0.59% 41
2018
Q1 		$2.69M Buy
31,449
+12,524
+66% +$1.08M 0.69% 35
2017
Q4 		$1.65M Buy
18,925
+988
+6% +$86.7K 0.54% 64
2017
Q3 		$1.59M Buy
17,937
+137
+0.8% +$12.1K 0.63% 49
2017
Q2 		$1.57M Buy
17,800
+1,395
+9% +$123K 0.61% 50
2017
Q1 		$1.44M Sell
16,405
-94
-0.6% -$8.21K 0.56% 49
2016
Q4 		$1.43M Buy
16,499
+223
+1% +$19.2K 0.57% 51
2016
Q3 		$1.42M Buy
16,276
+370
+2% +$31.8K 0.54% 53
2016
Q2 		$1.35M Buy
15,906
+209
+1% +$17.4K 0.55% 58
2016
Q1 		$1.28M Buy
15,697
+46
+0.3% +$3.65K 0.54% 55
2015
Q4 		$1.26M Buy
15,651
+556
+4% +$46.2K 0.52% 54
2015
Q3 		$1.26M Buy
+15,095
New +$1.31M 0.63% 45
2015
Q2 		– Sell
-16,362
Closed -$1.48M – 169
2015
Q1 		$1.48M Buy
16,362
+1,905
+13% +$172K 0.74% 42
2014
Q4 		$1.29M Buy
14,457
+1,426
+11% +$130K 0.69% 41
2014
Q3 		$1.2M Buy
13,031
+1,322
+11% +$124K 0.65% 44
2014
Q2 		$1.11M Buy
11,709
+34
+0.3% +$3.21K 0.67% 39
2014
Q1 		$1.1M Buy
11,675
+1,887
+19% +$177K 0.75% 40
2013
Q4 		$910K Buy
+9,788
New +$909K 0.67% 41

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM

Dynamic Advisor Solutions's HYG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.9% in Q2 2026, selling an estimated $77.7K and leaving 24,130 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #346.

Dynamic Advisor Solutions first reported a position in HYG in Q4 2013 and has held it in 50 quarters since. The position peaked at $10.2M in Q4 2020. 140 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Dynamic Advisor Solutions held 24,130 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.93M as of Q2 2026.
  • Dynamic Advisor Solutions sold 971 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $77.7K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #346 holding.
  • Dynamic Advisor Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.2M in Q4 2020.
  • 140 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.