EIG
HYG icon

Ellenbecker Investment Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ellenbecker Investment 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 		$509K Sell
6,397
-78
-1% -$6.27K 0.07% 75
2025
Q4 		$522K Buy
6,475
+67
+1% +$5.4K 0.07% 72
2025
Q3 		$520K Sell
6,408
-222
-3% -$17.9K 0.08% 70
2025
Q2 		$535K Sell
6,630
-383
-5% -$30.2K 0.09% 67
2025
Q1 		$553K Sell
7,013
-7,174
-51% -$569K 0.1% 63
2024
Q4 		$1.12M Sell
14,187
-8,218
-37% -$652K 0.2% 40
2024
Q3 		$1.8M Sell
22,405
-1,230
-5% -$96.8K 0.34% 30
2024
Q2 		$1.82M Buy
23,635
+345
+1% +$26.5K 0.37% 28
2024
Q1 		$1.81M Buy
23,290
+202
+0.9% +$15.6K 0.38% 27
2023
Q4 		$1.79M Sell
23,088
-2,194
-9% -$164K 0.41% 26
2023
Q3 		$1.86M Sell
25,282
-795
-3% -$59.4K 0.48% 25
2023
Q2 		$1.96M Sell
26,077
-424
-2% -$31.6K 0.49% 24
2023
Q1 		$2M Buy
26,501
+1,466
+6% +$110K 0.54% 24
2022
Q4 		$1.84M Buy
25,035
+70
+0.3% +$5.16K 0.54% 24
2022
Q3 		$1.78M Buy
24,965
+4,537
+22% +$343K 0.56% 21
2022
Q2 		$1.5M Buy
20,428
+1,123
+6% +$87.3K 0.46% 23
2022
Q1 		$1.59M Buy
19,305
+294
+2% +$24.6K 0.45% 22
2021
Q4 		$1.65M Buy
19,011
+1,376
+8% +$119K 0.46% 23
2021
Q3 		$1.54M Buy
17,635
+1,182
+7% +$104K 0.48% 23
2021
Q2 		$1.45M Buy
16,453
+405
+3% +$35.4K 0.48% 24
2021
Q1 		$1.4M Buy
16,048
+642
+4% +$55.9K 0.49% 26
2020
Q4 		$1.34M Buy
15,406
+1,619
+12% +$139K 0.5% 25
2020
Q3 		$1.16M Buy
13,787
+1,190
+9% +$100K 0.49% 25
2020
Q2 		$1.03M Buy
12,597
+1,585
+14% +$128K 0.51% 24
2020
Q1 		$849K Buy
11,012
+902
+9% +$76.2K 0.53% 21
2019
Q4 		$889K Buy
10,110
+612
+6% +$53.3K 0.46% 22
2019
Q3 		$828K Buy
9,498
+1,076
+13% +$93.4K 0.47% 22
2019
Q2 		$734K Buy
8,422
+504
+6% +$43.5K 0.43% 22
2019
Q1 		$685K Buy
7,918
+95
+1% +$8.07K 0.44% 24
2018
Q4 		$635K Buy
7,823
+943
+14% +$78.9K 0.49% 26
2018
Q3 		$595K Buy
6,880
+2,460
+56% +$211K 0.44% 29
2018
Q2 		$376K Buy
+4,420
New +$379K 0.3% 35

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 $4.81B AUM 4.62% 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 $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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ellenbecker Investment Group's HYG Position: Q1 2026 in Review

Ellenbecker Investment Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.2% in Q1 2026, selling an estimated $6.27K and leaving 6,397 shares worth $509K. The position accounts for 0.07% of the portfolio, ranked #75.

Ellenbecker Investment Group first reported a position in HYG in Q2 2018 and has held it in 32 quarters since. The position peaked at $2M in Q1 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Ellenbecker Investment Group held 6,397 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $509K as of Q1 2026.
  • Ellenbecker Investment Group sold 78 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.27K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Ellenbecker Investment Group's portfolio in Q1 2026, its #75 holding.
  • Ellenbecker Investment Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Ellenbecker Investment Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2M in Q1 2023.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.