EverSource Wealth Advisors
HYG icon

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

EverSource 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
Q3 		$272K Sell
3,524
-658
-16% -$52.1K 0.01% 875
2026
Q2 		$334K Sell
4,182
-2,860
-41% -$229K 0.01% 750
2026
Q1 		$560K Sell
7,042
-1,827
-21% -$147K 0.02% 559
2025
Q4 		$715K Sell
8,869
-804
-8% -$64.8K 0.03% 421
2025
Q3 		$785K Sell
9,673
-159
-2% -$12.8K 0.03% 370
2025
Q2 		$793K Sell
9,832
-1,234
-11% -$97.2K 0.04% 330
2025
Q1 		$873K Sell
11,066
-14,339
-56% -$1.14M 0.05% 271
2024
Q4 		$2M Buy
25,405
+25,215
+13,271% +$2M 0.11% 149
2024
Q3 		$15.3K Hold
190
– – ﹤0.01% 1633
2024
Q2 		$14.9K Buy
190
+25
+15% +$1.92K ﹤0.01% 1655
2024
Q1 		$12.6K Sell
165
-126
-43% -$9.7K ﹤0.01% 1580
2023
Q4 		$22.5K Sell
291
-21
-7% -$1.57K ﹤0.01% 1185
2023
Q3 		$23K Sell
312
-240
-43% -$17.9K ﹤0.01% 1075
2023
Q2 		$41.4K Buy
552
+209
+61% +$15.6K ﹤0.01% 910
2023
Q1 		$25.9K Buy
343
+220
+179% +$16.5K ﹤0.01% 994
2022
Q4 		$9.06K Buy
123
+13
+12% +$958 ﹤0.01% 1367
2022
Q3 		$8K Buy
110
+57
+108% +$4.31K ﹤0.01% 1197
2022
Q2 		$4K Hold
53
– – ﹤0.01% 1325
2022
Q1 		$4K Hold
53
– – ﹤0.01% 1333
2021
Q4 		$5K Buy
+53
New +$4.6K ﹤0.01% 1258

Other funds holding HYG

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PartnerRe Asset Management
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

EverSource Wealth Advisors's HYG Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 16% in Q3 2026, selling an estimated $52.1K and leaving 3,524 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #875.

EverSource Wealth Advisors first reported a position in HYG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2M in Q4 2024. 444 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • EverSource Wealth Advisors held 3,524 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $272K as of Q3 2026.
  • EverSource Wealth Advisors sold 658 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $52.1K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #875 holding.
  • EverSource Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • EverSource Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2M in Q4 2024.
  • 444 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.