Financial Gravity Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Gravity Asset Management’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	$477	Buy	6 +5	+500%	+$402	﹤0.01%	802
2025 Q4	$81	Sell	1 -81	-99%	-$6.53K	﹤0.01%	681
2025 Q3	$6.66K	Buy	+82	New	+$6.61K	﹤0.01%	636
2025 Q1	$7.18K	Buy	+91	New	+$7.22K	﹤0.01%	668
2024 Q2	$77	Sell	1 -2,964	-100%	-$228K	﹤0.01%	1155
2024 Q1	$230K	Buy	2,965 +1,637	+123%	+$127K	0.03%	182
2023 Q4	$98.5K	Buy	1,328 +459	+53%	+$34.2K	﹤0.01%	540
2023 Q3	$63K	Buy	869 +794	+1,059%	+$59.3K	﹤0.01%	498
2023 Q2	$348K	Sell	75 -1	-1%	-$75	0.95%	20
2023 Q1	$34.2K	Buy	76 +2	+3%	+$150	1.05%	18
2022 Q4	$388K	Sell	74 -1,630	-96%	-$120K	2.02%	7
2022 Q3	$28.9K	Sell	1,704 -220	-11%	-$16.6K	0.98%	20
2022 Q2	$30K	Sell	1,924 -208	-10%	-$16.2K	0.93%	20
2022 Q1	$36K	Sell	2,132 -1,000	-32%	-$83.6K	1.01%	17
2021 Q4	$36K	Buy	3,132 +2,477	+378%	+$215K	0.81%	28
2021 Q3	$87K	Sell	655 -5	-0.8%	-$439	0.04%	393
2021 Q2	$88K	Sell	660 -114	-15%	-$9.95K	0.03%	387
2021 Q1	$67.5K	Sell	774 -36	-4%	-$3.13K	1.38%	8
2020 Q4	$71K	Buy	+810	New	+$69.4K	0.07%	79
2020 Q2	–	Sell	-2,426	Closed	-$180K	–	398
2020 Q1	$180K	Sell	2,426 -5,834	-71%	-$493K	0.56%	24
2019 Q4	$450K	Sell	8,260 -1,143	-12%	-$99.5K	0.31%	20
2019 Q3	$820K	Sell	9,403 -3,764	-29%	-$327K	0.71%	28
2019 Q2	$1.15M	Sell	13,167 -2,523	-16%	-$218K	0.94%	20
2019 Q1	$1.35M	Buy	+15,690	New	+$1.33M	1.09%	22
2018 Q3	$2.12M	Buy	25,227 +1,005	+4%	+$86.3K	2.22%	8
2018 Q2	$2.08M	Buy	24,222 +1,990	+9%	+$170K	1.95%	7
2018 Q1	$1.9M	Buy	+22,232	New	+$1.92M	1.94%	7

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

Financial Gravity Asset Management's HYG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 500% in Q1 2026, buying an estimated $402 and bringing the position to 6 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Financial Gravity Asset Management first reported a position in HYG in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.12M in Q3 2018. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Financial Gravity Asset Management held 6 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $477 as of Q1 2026.
Financial Gravity Asset Management bought 5 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $402.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #802 holding.
Financial Gravity Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and has held it in 27 quarters since.
Financial Gravity Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.12M in Q3 2018.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.