Estate Counselors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Estate Counselors’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	$386K	Buy	4,850 +2,175	+81%	+$175K	0.03%	84
2025 Q4	$216K	Sell	2,675 -3,995	-60%	-$322K	0.02%	89
2025 Q3	$542K	Sell	6,670 -63,495	-90%	-$5.12M	0.05%	76
2025 Q2	$5.66M	Buy	70,165 +62,604	+828%	+$4.93M	0.56%	24
2025 Q1	$596K	Buy	7,561 +305	+4%	+$24.2K	0.06%	73
2024 Q4	$571K	Buy	7,256 +2,310	+47%	+$183K	0.06%	82
2024 Q3	$397K	Buy	4,946 +1,781	+56%	+$140K	0.04%	92
2024 Q2	$244K	Buy	3,165 +505	+19%	+$38.8K	0.03%	106
2024 Q1	$207K	Sell	2,660 -31,755	-92%	-$2.45M	0.02%	112
2023 Q4	$2.66M	Sell	34,415 -244,835	-88%	-$18.3M	0.33%	47
2023 Q3	$20.6M	Sell	279,250 -4,120	-1%	-$308K	2.74%	8
2023 Q2	$21.3M	Buy	+283,370	New	+$21.1M	2.69%	9
2023 Q1	–	Sell	-128,010	Closed	-$9.43M	–	149
2022 Q4	$9.43M	Buy	+128,010	New	+$9.44M	1.32%	23
2022 Q3	–	Sell	-117,640	Closed	-$8.66M	–	186
2022 Q2	$8.66M	Buy	+117,640	New	+$9.15M	1.29%	29
2018 Q4	–	Sell	-63,230	Closed	-$5.47M	–	65
2018 Q3	$5.47M	Hold	63,230	–	–	0.99%	34
2018 Q2	$5.38M	Hold	63,230	–	–	1.02%	35
2018 Q1	$5.42M	Sell	63,230 -18,720	-23%	-$1.62M	1.01%	37
2017 Q4	$7.15M	Hold	81,950	–	–	1.43%	27
2017 Q3	$7.27M	Hold	81,950	–	–	1.45%	29
2017 Q2	$7.24M	Buy	81,950 +10,300	+14%	+$907K	1.64%	23
2017 Q1	$6.29M	Buy	71,650 +1,650	+2%	+$144K	1.63%	21
2016 Q4	$6.06M	Buy	+70,000	New	+$6.03M	1.67%	23
2015 Q4	–	Sell	-18,760	Closed	-$1.55M	–	68
2015 Q3	$1.55M	Buy	+18,760	New	+$1.63M	0.62%	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

Estate Counselors's HYG Position: Q1 2026 in Review

Estate Counselors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 81% in Q1 2026, buying an estimated $175K and bringing the position to 4,850 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #84.

Estate Counselors first reported a position in HYG in Q3 2015 and has held it in 23 quarters since. The position peaked at $21.3M in Q2 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Estate Counselors held 4,850 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $386K as of Q1 2026.
Estate Counselors bought 2,175 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $175K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Estate Counselors's portfolio in Q1 2026, its #84 holding.
Estate Counselors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2015 and has held it in 23 quarters since.
Estate Counselors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $21.3M in Q2 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.