EWA
HYG icon

EP Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

EP Wealth Advisors’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 		$623K Sell
7,829
-12,218
-61% -$983K ﹤0.01% 813
2025
Q4 		$1.62M Buy
+20,047
New +$1.62M 0.01% 493
2025
Q2 		$155K Sell
1,922
-1,382
-42% -$109K ﹤0.01% 1313
2025
Q1 		$261K Sell
3,304
-1,700
-34% -$135K ﹤0.01% 991
2024
Q4 		$394K Buy
5,004
+2,719
+119% +$216K ﹤0.01% 766
2024
Q3 		$183K Buy
2,285
+6
+0.3% +$472 ﹤0.01% 1066
2024
Q2 		$176K Buy
2,279
+207
+10% +$15.9K ﹤0.01% 776
2024
Q1 		$161K Buy
2,072
+524
+34% +$40.5K ﹤0.01% 760
2023
Q4 		$120K Buy
+1,548
New +$115K ﹤0.01% 771
2023
Q1 		– Sell
-3,148
Closed -$232K – 664
2022
Q4 		$232K Sell
3,148
-72,255
-96% -$5.33M ﹤0.01% 516
2022
Q3 		$5.38M Buy
75,403
+6,266
+9% +$474K 0.12% 112
2022
Q2 		$5.09M Buy
69,137
+58,326
+540% +$4.54M 0.11% 104
2022
Q1 		$890K Buy
10,811
+6,657
+160% +$557K 0.02% 293
2021
Q4 		$361K Sell
4,154
-1,291
-24% -$112K 0.01% 426
2021
Q3 		$476K Buy
5,445
+761
+16% +$66.7K 0.01% 340
2021
Q2 		$412K Sell
4,684
-1,287
-22% -$112K 0.01% 374
2021
Q1 		$521K Buy
5,971
+1,978
+50% +$172K 0.02% 308
2020
Q4 		$349K Buy
+3,993
New +$342K 0.01% 325
2020
Q2 		– Sell
-5,890
Closed -$475K – 260
2020
Q1 		$454K Buy
+5,890
New +$498K 0.02% 262
2018
Q4 		– Sell
-3,451
Closed -$298K – 278
2018
Q3 		$298K Sell
3,451
-1,764
-34% -$152K 0.02% 224
2018
Q2 		$444K Buy
5,215
+1,332
+34% +$114K 0.04% 128
2018
Q1 		$333K Sell
3,883
-3,870
-50% -$334K 0.03% 151
2017
Q4 		$677K Sell
7,753
-11,483
-60% -$1.01M 0.07% 94
2017
Q3 		$1.71M Sell
19,236
-7,974
-29% -$704K 0.2% 58
2017
Q2 		$2.4M Buy
+27,210
New +$2.39M 0.29% 53
2016
Q2 		– Sell
-2,620
Closed -$214K – 137
2016
Q1 		$214K Sell
2,620
-20,731
-89% -$1.65M 0.03% 128
2015
Q4 		$1.88M Buy
23,351
+18,517
+383% +$1.54M 0.32% 54
2015
Q3 		$403K Sell
4,834
-1,728
-26% -$150K 0.08% 93
2015
Q2 		$583K Sell
6,562
-2,965
-31% -$268K 0.11% 65
2015
Q1 		$863K Sell
9,527
-14,170
-60% -$1.28M 0.16% 51
2014
Q4 		$2.12M Buy
23,697
+14,770
+165% +$1.34M 0.35% 54
2014
Q3 		$821K Buy
8,927
+133
+2% +$12.4K 0.13% 50
2014
Q2 		$837K Sell
8,794
-381
-4% -$36K 0.19% 46
2014
Q1 		$866K Sell
9,175
-84
-0.9% -$7.88K 0.24% 44
2013
Q4 		$860K Hold
9,259
– – 0.22% 48
2013
Q3 		$848K Buy
+9,259
New +$849K 0.27% 42

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

EP Wealth Advisors's HYG Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 61% in Q1 2026, selling an estimated $983K and leaving 7,829 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

EP Wealth Advisors first reported a position in HYG in Q3 2013 and has held it in 36 quarters since. The position peaked at $5.38M in Q3 2022. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • EP Wealth Advisors held 7,829 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $623K as of Q1 2026.
  • EP Wealth Advisors sold 12,218 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $983K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #813 holding.
  • EP Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and has held it in 36 quarters since.
  • EP Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.38M in Q3 2022.
  • 979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.