Dynamic Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Dynamic Financial Group’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	$468K	Hold	5,886	–	–	0.38%	38
2025 Q4	$475K	Hold	5,886	–	–	0.4%	36
2025 Q3	$478K	Hold	5,886	–	–	0.41%	34
2025 Q2	$475K	Hold	5,886	–	–	0.46%	32
2025 Q1	$464K	Hold	5,886	–	–	0.47%	24
2024 Q4	$463K	Buy	+5,886	New	+$467K	0.47%	25

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

Dynamic Financial Group's HYG Position: Q1 2026 in Review

Dynamic Financial Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 5,886 shares worth $468K. The position accounts for 0.38% of the portfolio, ranked #38.

Dynamic Financial Group first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Dynamic Financial Group held 5,886 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $468K as of Q1 2026.
Dynamic Financial Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.38% of Dynamic Financial Group's portfolio in Q1 2026, its #38 holding.
Dynamic Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Dynamic Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $478K in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.