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

Eldridge Investment 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
Q1 		$219K Hold
2,757
– – 0.05% 147
2025
Q4 		$222K Hold
2,757
– – 0.05% 152
2025
Q3 		$224K Sell
2,757
-494
-15% -$39.8K 0.05% 151
2025
Q2 		$261K Sell
3,251
-340
-9% -$26.8K 0.05% 141
2025
Q1 		$283K Sell
3,591
-350
-9% -$27.8K 0.07% 138
2024
Q4 		$310K Hold
3,941
– – 0.07% 132
2024
Q3 		$316K Hold
3,941
– – 0.07% 132
2024
Q2 		$304K Sell
3,941
-250
-6% -$19.2K 0.08% 127
2024
Q1 		$326K Sell
4,191
-100
-2% -$7.73K 0.08% 126
2023
Q4 		$332K Buy
4,291
+1
+0% +$75 0.09% 118
2023
Q3 		$315K Sell
4,290
-300
-7% -$22.4K 0.1% 111
2023
Q2 		$345K Sell
4,590
-350
-7% -$26.1K 0.11% 108
2023
Q1 		$373K Sell
4,940
-260
-5% -$19.5K 0.13% 101
2022
Q4 		$383K Hold
5,200
– – 0.13% 93
2022
Q3 		$371K Buy
5,200
+175
+3% +$13.2K 0.14% 94
2022
Q2 		$370K Sell
5,025
-100
-2% -$7.78K 0.14% 90
2022
Q1 		$422K Sell
5,125
-100
-2% -$8.36K 0.14% 86
2021
Q4 		$455K Sell
5,225
-640
-11% -$55.5K 0.15% 86
2021
Q3 		$513K Sell
5,865
-150
-2% -$13.2K 0.18% 70
2021
Q2 		$528K Buy
6,015
+1,490
+33% +$130K 0.19% 69
2021
Q1 		$394K Sell
4,525
-35
-0.8% -$3.04K 0.15% 79
2020
Q4 		$398K Sell
4,560
-85
-2% -$7.28K 0.17% 70
2020
Q3 		$388K Sell
4,645
-255
-5% -$21.5K 0.18% 64
2020
Q2 		$398K Buy
4,900
+235
+5% +$18.9K 0.2% 66
2020
Q1 		$358K Sell
4,665
-165
-3% -$13.9K 0.2% 61
2019
Q4 		$425K Sell
4,830
-85
-2% -$7.4K 0.21% 64
2019
Q3 		$427K Hold
4,915
– – 0.22% 60
2019
Q2 		$427K Buy
4,915
+125
+3% +$10.8K 0.23% 57
2019
Q1 		$414K Sell
4,790
-334
-7% -$28.4K 0.22% 55
2018
Q4 		$416K Sell
5,124
-400
-7% -$33.5K 0.26% 51
2018
Q3 		$475K Sell
5,524
-416
-7% -$35.7K 0.3% 40
2018
Q2 		$503K Sell
5,940
-315
-5% -$27K 0.36% 38
2018
Q1 		$535K Buy
6,255
+1,015
+19% +$87.7K 0.4% 35
2017
Q4 		$457K Buy
+5,240
New +$460K 0.35% 36

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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 $5.29B AUM 8.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Eldridge Investment Advisors's HYG Position: Q1 2026 in Review

Eldridge Investment Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 2,757 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #147.

Eldridge Investment Advisors first reported a position in HYG in Q4 2017 and has held it in 34 quarters since. The position peaked at $535K in Q1 2018. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Eldridge Investment Advisors held 2,757 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $219K as of Q1 2026.
  • Eldridge Investment Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Eldridge Investment Advisors's portfolio in Q1 2026, its #147 holding.
  • Eldridge Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Eldridge Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $535K in Q1 2018.
  • 979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.