Fiduciary Alliance’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Fiduciary Alliance’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 Q2	$212K	Sell	2,647 -78	-3%	-$6.24K	0.01%	515
2026 Q1	$219K	Buy	+2,725	New	+$219K	0.01%	515
2023 Q3	–	Sell	-827	Closed	-$62.1K	–	505
2023 Q2	$62.1K	Buy	+827	New	+$61.7K	0.01%	280
2023 Q1	–	Sell	-352	Closed	-$25.9K	–	452
2022 Q4	$25.9K	Buy	+352	New	+$25.9K	0.01%	287

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fiduciary Alliance's HYG Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.9% in Q2 2026, selling an estimated $6.24K and leaving 2,647 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #515.

Fiduciary Alliance first reported a position in HYG in Q4 2022 and has held it in 4 quarters since. The position peaked at $219K in Q1 2026. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Fiduciary Alliance held 2,647 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $212K as of Q2 2026.
Fiduciary Alliance sold 78 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.24K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #515 holding.
Fiduciary Alliance first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 4 quarters since.
Fiduciary Alliance's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $219K in Q1 2026.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.