Elwood & Goetz Wealth Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Elwood & Goetz Wealth Advisory 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	$4.34M	Sell	54,555 -5,130	-9%	-$413K	0.74%	20
2025 Q4	$4.81M	Buy	59,685 +15,333	+35%	+$1.24M	0.85%	19
2025 Q3	$3.6M	Buy	44,352 +3,890	+10%	+$313K	0.69%	21
2025 Q2	$3.26M	Buy	40,462 +7,559	+23%	+$596K	0.71%	20
2025 Q1	$2.6M	Buy	32,903 +3,326	+11%	+$264K	0.63%	19
2024 Q4	$2.33M	Buy	29,577 +7,556	+34%	+$600K	0.57%	21
2024 Q3	$1.77M	Buy	22,021 +540	+3%	+$42.5K	0.44%	23
2024 Q2	$1.66M	Sell	21,481 -9,182	-30%	-$706K	0.47%	22
2024 Q1	$2.38M	Sell	30,663 -5,769	-16%	-$446K	0.58%	24
2023 Q4	$2.82M	Buy	36,432 +1,573	+5%	+$117K	0.6%	24
2023 Q3	$2.57M	Buy	34,859 +2,104	+6%	+$157K	0.6%	24
2023 Q2	$2.46M	Buy	32,755 +1,092	+3%	+$81.5K	0.56%	23
2023 Q1	$2.39M	Buy	31,663 +2,542	+9%	+$190K	0.57%	24
2022 Q4	$2.14M	Sell	29,121 -6,335	-18%	-$467K	0.65%	23
2022 Q3	$2.53M	Buy	35,456 +537	+2%	+$40.6K	0.85%	23
2022 Q2	$2.57M	Buy	34,919 +10,153	+41%	+$789K	0.86%	22
2022 Q1	$2.04M	Buy	24,766 +2,552	+11%	+$213K	0.63%	21
2021 Q4	$1.93M	Buy	22,214 +2,394	+12%	+$208K	0.6%	19
2021 Q3	$1.73M	Buy	19,820 +1,886	+11%	+$165K	0.6%	19
2021 Q2	$1.58M	Buy	17,934 +1,974	+12%	+$172K	0.59%	17
2021 Q1	$1.39M	Buy	15,960 +2,489	+18%	+$217K	0.58%	18
2020 Q4	$1.18M	Buy	13,471 +2,079	+18%	+$178K	0.54%	17
2020 Q3	$956K	Buy	11,392 +1,913	+20%	+$161K	0.52%	17
2020 Q2	$774K	Buy	9,479 +3,707	+64%	+$299K	0.47%	16
2020 Q1	$445K	Buy	5,772 +1,971	+52%	+$167K	0.33%	17
2019 Q4	$334K	Buy	3,801 +579	+18%	+$50.4K	0.24%	25
2019 Q3	$281K	Buy	+3,222	New	+$280K	0.22%	28

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

Elwood & Goetz Wealth Advisory Group's HYG Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.6% in Q1 2026, selling an estimated $413K and leaving 54,555 shares worth $4.34M. The position accounts for 0.74% of the portfolio, ranked #20.

Elwood & Goetz Wealth Advisory Group first reported a position in HYG in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.81M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 54,555 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.34M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 5,130 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $413K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.74% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #20 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and has held it in 27 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.81M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.