FAS Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

FAS Wealth Partners’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	$48K	Buy	604 +422	+232%	+$33.9K	﹤0.01%	398
2025 Q4	$14.7K	Sell	182 -2,158	-92%	-$174K	﹤0.01%	446
2025 Q3	$190K	Buy	2,340 +34	+1%	+$2.74K	0.01%	320
2025 Q2	$186K	Buy	2,306 +33	+1%	+$2.6K	0.01%	316
2025 Q1	$179K	Buy	2,273 +21	+0.9%	+$1.67K	0.01%	296
2024 Q4	$177K	Buy	2,252 +24	+1%	+$1.91K	0.01%	301
2024 Q3	$179K	Sell	2,228 -232	-9%	-$18.3K	0.01%	304
2024 Q2	$190K	Buy	2,460 +36	+1%	+$2.77K	0.02%	290
2024 Q1	$188K	Sell	2,424 -153	-6%	-$11.8K	0.02%	297
2023 Q4	$199K	Buy	2,577 +28	+1%	+$2.09K	0.02%	286
2023 Q3	$188K	Buy	2,549 +34	+1%	+$2.54K	0.02%	274
2023 Q2	$189K	Sell	2,515 -91	-3%	-$6.79K	0.02%	261
2023 Q1	$197K	Sell	2,606 -657	-20%	-$49.2K	0.02%	282
2022 Q4	$240K	Sell	3,263 -1,287	-28%	-$94.9K	0.03%	262
2022 Q3	$325K	Buy	4,550 +13	+0.3%	+$983	0.04%	221
2022 Q2	$334K	Buy	4,537 +32	+0.7%	+$2.49K	0.04%	219
2022 Q1	$371K	Sell	4,505 -2,753	-38%	-$230K	0.03%	210
2021 Q4	$631K	Sell	7,258 -403	-5%	-$35K	0.06%	172
2021 Q3	$670K	Buy	7,661 +81	+1%	+$7.11K	0.06%	159
2021 Q2	$667K	Sell	7,580 -1,660	-18%	-$145K	0.06%	160
2021 Q1	$806K	Sell	9,240 -314	-3%	-$27.3K	0.08%	138
2020 Q4	$834K	Sell	9,554 -3,872	-29%	-$332K	0.09%	131
2020 Q3	$1.13M	Sell	13,426 -2,349	-15%	-$198K	0.15%	101
2020 Q2	$1.29M	Sell	15,775 -4,294	-21%	-$346K	0.19%	89
2020 Q1	$1.55M	Sell	20,069 -4,755	-19%	-$402K	0.27%	73
2019 Q4	$2.18M	Sell	24,824 -938	-4%	-$81.6K	0.37%	48
2019 Q3	$2.25M	Buy	25,762 +645	+3%	+$56K	0.41%	46
2019 Q2	$2.19M	Buy	25,117 +1,875	+8%	+$162K	0.41%	44
2019 Q1	$2.01M	Buy	23,242 +1,590	+7%	+$135K	0.39%	51
2018 Q4	$1.76M	Buy	21,652 +5,847	+37%	+$489K	0.4%	51
2018 Q3	$1.37M	Sell	15,805 -645	-4%	-$55.4K	0.31%	58
2018 Q2	$1.4M	Buy	16,450 +282	+2%	+$24.2K	0.38%	55
2018 Q1	$1.39M	Sell	16,168 -5	-0%	-$432	0.4%	53
2017 Q4	$1.41M	Buy	16,173 +385	+2%	+$33.8K	0.37%	51
2017 Q3	$1.4M	Buy	15,788 +367	+2%	+$32.4K	0.39%	49
2017 Q2	$1.36M	Buy	15,421 +1,636	+12%	+$144K	0.41%	44
2017 Q1	$1.21M	Buy	13,785 +4,918	+55%	+$430K	0.37%	48
2016 Q4	$767K	Buy	8,867 +513	+6%	+$44.2K	0.23%	60
2016 Q3	$729K	Buy	8,354 +2,037	+32%	+$175K	0.24%	56
2016 Q2	$535K	Buy	+6,317	New	+$525K	0.2%	72
2014 Q4	–	Sell	-2,748	Closed	-$253K	–	97
2014 Q3	$253K	Buy	+2,748	New	+$257K	0.15%	73

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

FAS Wealth Partners's HYG Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 232% in Q1 2026, buying an estimated $33.9K and bringing the position to 604 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

FAS Wealth Partners first reported a position in HYG in Q3 2014 and has held it in 41 quarters since. The position peaked at $2.25M in Q3 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

FAS Wealth Partners held 604 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $48K as of Q1 2026.
FAS Wealth Partners bought 422 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $33.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #398 holding.
FAS Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2014 and has held it in 41 quarters since.
FAS Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.25M in Q3 2019.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.