Elk River Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Elk River Wealth Management’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	$986K	Sell	12,392 -1,367	-10%	-$110K	0.16%	58
2025 Q4	$1.09M	Buy	13,759 +3,396	+33%	+$274K	0.18%	53
2025 Q3	$841K	Buy	10,363 +3,769	+57%	+$304K	0.13%	57
2025 Q2	$532K	Buy	6,594 +1,482	+29%	+$117K	0.09%	69
2025 Q1	$403K	Sell	5,112 -1,686	-25%	-$134K	0.08%	75
2024 Q4	$535K	Buy	6,798 +1,643	+32%	+$130K	0.1%	68
2024 Q3	$414K	Buy	5,155 +1,337	+35%	+$105K	0.08%	78
2024 Q2	$295K	Sell	3,818 -2,223	-37%	-$171K	0.06%	77
2024 Q1	$470K	Sell	6,041 -47,927	-89%	-$3.7M	0.1%	70
2023 Q4	$4.18M	Buy	53,968 +45,449	+534%	+$3.39M	0.8%	37
2023 Q3	$628K	Buy	8,519 +3	+0%	+$224	0.14%	61
2023 Q2	$639K	Sell	8,516 -1,937	-19%	-$145K	0.14%	64
2023 Q1	$790K	Sell	10,453 -8,649	-45%	-$648K	0.18%	58
2022 Q4	$1.41M	Sell	19,102 -4,191	-18%	-$309K	0.34%	52
2022 Q3	$1.66M	Sell	23,293 -264	-1%	-$20K	0.44%	50
2022 Q2	$1.73M	Buy	23,557 +11,341	+93%	+$882K	0.44%	53
2022 Q1	$1M	Buy	12,216 +3,437	+39%	+$287K	0.22%	62
2021 Q4	$764K	Sell	8,779 -5,547	-39%	-$481K	0.17%	65
2021 Q3	$1.25M	Buy	14,326 +1,189	+9%	+$104K	0.32%	53
2021 Q2	$1.16M	Buy	13,137 +3,907	+42%	+$341K	0.3%	58
2021 Q1	$805K	Buy	9,230 +1,386	+18%	+$121K	0.23%	64
2020 Q4	$685K	Buy	+7,844	New	+$672K	0.23%	71

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

Elk River Wealth Management's HYG Position: Q1 2026 in Review

Elk River Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.9% in Q1 2026, selling an estimated $110K and leaving 12,392 shares worth $986K. The position accounts for 0.16% of the portfolio, ranked #58.

Elk River Wealth Management first reported a position in HYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.18M in Q4 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Elk River Wealth Management held 12,392 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $986K as of Q1 2026.
Elk River Wealth Management sold 1,367 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $110K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.16% of Elk River Wealth Management's portfolio in Q1 2026, its #58 holding.
Elk River Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.18M in Q4 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.