Fi3 Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Fi3 Financial 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	–	Sell	-4,739	Closed	-$382K	–	230
2025 Q4	$382K	Buy	+4,739	New	+$382K	0.12%	100
2023 Q3	–	Sell	-8,443	Closed	-$634K	–	75
2023 Q2	$634K	Sell	8,443 -56,309	-87%	-$4.2M	0.33%	32
2023 Q1	$4.89M	Sell	64,752 -7,550	-10%	-$566K	2.61%	10
2022 Q4	$5.32M	Buy	+72,302	New	+$5.33M	3.04%	9
2022 Q3	–	Sell	-13,622	Closed	-$1.02M	–	50
2022 Q2	$1.02M	Buy	+13,622	New	+$1.06M	0.84%	22

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 $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Fi3 Financial Advisors's HYG Position: Q1 2026 in Review

Fi3 Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 4,739 shares — an estimated $382K sold.

Fi3 Financial Advisors first reported a position in HYG in Q2 2022 and held it in 5 quarters. The position peaked at $5.32M in Q4 2022. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Fi3 Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Fi3 Financial Advisors sold 4,739 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $382K.
Fi3 Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
Fi3 Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.32M in Q4 2022.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.