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

Envestnet 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	$394M	Sell	4,957,355 -72,539	-1%	-$5.83M	0.11%	175
2025 Q4	$406M	Sell	5,029,894 -92,124	-2%	-$7.43M	0.12%	144
2025 Q3	$416M	Buy	5,122,018 +224,275	+5%	+$18.1M	0.12%	152
2025 Q2	$394M	Sell	4,897,743 -479,833	-9%	-$37.8M	0.12%	154
2025 Q1	$424M	Sell	5,377,576 -168,362	-3%	-$13.4M	0.14%	138
2024 Q4	$436M	Sell	5,545,938 -94,000	-2%	-$7.46M	0.14%	122
2024 Q3	$453M	Buy	5,639,938 +226,600	+4%	+$17.8M	0.15%	118
2024 Q2	$418M	Sell	5,413,338 -133,429	-2%	-$10.3M	0.15%	128
2024 Q1	$431M	Sell	5,546,767 -539,013	-9%	-$41.7M	0.16%	118
2023 Q4	$471M	Buy	6,085,780 +171,928	+3%	+$12.8M	0.19%	93
2023 Q3	$436M	Sell	5,913,852 -590,756	-9%	-$44.1M	0.2%	94
2023 Q2	$488M	Buy	6,504,608 +4,309,191	+196%	+$322M	0.22%	77
2023 Q1	$166M	Sell	2,195,417 -5,083,485	-70%	-$381M	0.08%	218
2022 Q4	$536M	Buy	7,278,902 +4,579,092	+170%	+$338M	0.28%	66
2022 Q3	$193M	Buy	2,699,810 +94,388	+4%	+$7.13M	0.11%	167
2022 Q2	$192M	Sell	2,605,422 -435,804	-14%	-$33.9M	0.11%	175
2022 Q1	$250M	Sell	3,041,226 -1,945,483	-39%	-$163M	0.13%	144
2021 Q4	$434M	Buy	4,986,709 +145,265	+3%	+$12.6M	0.21%	86
2021 Q3	$424M	Sell	4,841,444 -1,034,692	-18%	-$90.8M	0.23%	76
2021 Q2	$517M	Buy	5,876,136 +85,449	+1%	+$7.46M	0.29%	66
2021 Q1	$505M	Sell	5,790,687 -313,485	-5%	-$27.3M	0.33%	54
2020 Q4	$533M	Buy	6,104,172 +600,687	+11%	+$51.4M	0.4%	46
2020 Q3	$462M	Buy	5,503,485 +1,377,619	+33%	+$116M	0.41%	47
2020 Q2	$337M	Sell	4,125,866 -703,005	-15%	-$56.7M	0.33%	55
2020 Q1	$372M	Sell	4,828,871 -1,359,051	-22%	-$115M	0.44%	43
2019 Q4	$544M	Buy	6,187,922 +1,335,305	+28%	+$116M	0.57%	33
2019 Q3	$423M	Buy	4,852,617 +1,621,009	+50%	+$141M	0.46%	42
2019 Q2	$282M	Sell	3,231,608 -703,367	-18%	-$60.7M	0.35%	46
2019 Q1	$340M	Buy	3,934,975 +957,672	+32%	+$81.3M	0.47%	39
2018 Q4	$241M	Buy	2,977,303 +278,722	+10%	+$23.3M	0.37%	45
2018 Q3	$233M	Sell	2,698,581 -1,109,873	-29%	-$95.4M	0.4%	42
2018 Q2	$324M	Buy	3,808,454 +412,595	+12%	+$35.3M	0.74%	30
2018 Q1	$290M	Sell	3,395,859 -2,515,165	-43%	-$217M	0.82%	27
2017 Q4	$516M	Sell	5,911,024 -99,784	-2%	-$8.76M	1.15%	20
2017 Q3	$534M	Buy	6,010,808 +327,514	+6%	+$28.9M	1.28%	19
2017 Q2	$502M	Buy	5,683,294 +727,991	+15%	+$64.1M	1.39%	19
2017 Q1	$435M	Buy	4,955,303 +681,712	+16%	+$59.5M	1.39%	18
2016 Q4	$370M	Buy	4,273,591 +552,629	+15%	+$47.6M	1.34%	16
2016 Q3	$325M	Buy	3,720,962 +679,353	+22%	+$58.4M	1.26%	17
2016 Q2	$258M	Buy	3,041,609 +321,049	+12%	+$26.7M	1.03%	17
2016 Q1	$222M	Buy	2,720,560 +977,093	+56%	+$77.6M	0.96%	17
2015 Q4	$140M	Buy	1,743,467 +321,323	+23%	+$26.7M	0.64%	32
2015 Q3	$118M	Sell	1,422,144 -332,247	-19%	-$28.8M	0.59%	32
2015 Q2	$156M	Buy	1,754,391 +175,471	+11%	+$15.9M	0.74%	24
2015 Q1	$143M	Buy	1,578,920 +777,355	+97%	+$70.3M	0.74%	23
2014 Q4	$71.8M	Sell	801,565 -269,271	-25%	-$24.5M	0.73%	34
2014 Q3	$98.5M	Buy	1,070,836 +135,367	+14%	+$12.7M	0.99%	23
2014 Q2	$89.1M	Sell	935,469 -130,661	-12%	-$12.4M	0.93%	23
2014 Q1	$101M	Buy	1,066,130 +71,478	+7%	+$6.7M	1.11%	25
2013 Q4	$92.4M	Buy	994,652 +15,629	+2%	+$1.45M	1.06%	25
2013 Q3	$89.7M	Buy	979,023 +248,085	+34%	+$22.8M	1.09%	23
2013 Q2	$66.4M	Buy	+730,938	New	+$68.6M	0.86%	37

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

Envestnet Asset Management's HYG Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.4% in Q1 2026, selling an estimated $5.83M and leaving 4,957,355 shares worth $394M. The position accounts for 0.11% of the portfolio, ranked #175.

Envestnet Asset Management first reported a position in HYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $544M in Q4 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Envestnet Asset Management held 4,957,355 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $394M as of Q1 2026.
Envestnet Asset Management sold 72,539 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $5.83M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Envestnet Asset Management's portfolio in Q1 2026, its #175 holding.
Envestnet Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
Envestnet Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $544M in Q4 2019.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.