Encompass More Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Encompass More Asset 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	–	Sell	-5,552	Closed	-$448K	–	276
2025 Q4	$448K	Buy	+5,552	New	+$448K	0.08%	149
2025 Q3	–	Sell	-24,462	Closed	-$1.97M	–	258
2025 Q2	$1.97M	Buy	+24,462	New	+$1.93M	0.46%	51
2024 Q4	–	Sell	-25,260	Closed	-$2.03M	–	203
2024 Q3	$2.03M	Buy	25,260 +22,091	+697%	+$1.74M	0.77%	38
2024 Q2	$244K	Sell	3,169 -1,044	-25%	-$80.3K	0.17%	83
2024 Q1	$328K	Buy	4,213 +1,326	+46%	+$102K	0.27%	63
2023 Q4	$223K	Buy	+2,887	New	+$215K	0.25%	81

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Encompass More Asset Management's HYG Position: Q1 2026 in Review

Encompass More Asset Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 5,552 shares — an estimated $448K sold.

Encompass More Asset Management first reported a position in HYG in Q4 2023 and held it in 6 quarters. The position peaked at $2.03M in Q3 2024. 983 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Encompass More Asset Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Encompass More Asset Management sold 5,552 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $448K.
Encompass More Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Encompass More Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.03M in Q3 2024.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.