Financial Services Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Services Advisory’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	-2,554	Closed	-$206K	–	63
2025 Q4	$206K	Sell	2,554 -188	-7%	-$15.2K	0.07%	61
2025 Q3	$223K	Sell	2,742 -69	-2%	-$5.56K	0.09%	62
2025 Q2	$227K	Sell	2,811 -160,101	-98%	-$12.6M	0.11%	47
2025 Q1	$12.9M	Sell	162,912 -2,075	-1%	-$165K	4.86%	8
2024 Q4	$13M	Buy	164,987 +218	+0.1%	+$17.3K	3.04%	12
2024 Q3	$13.2M	Buy	164,769 +3,624	+2%	+$285K	3.2%	11
2024 Q2	$12.4M	Buy	161,145 +1,088	+0.7%	+$83.7K	3.4%	13
2024 Q1	$12.4M	Sell	160,057 -797	-0.5%	-$61.6K	3.09%	12
2023 Q4	$12.4M	Sell	160,854 -3,203	-2%	-$239K	3.56%	9
2023 Q3	$12.1M	Buy	+164,057	New	+$12.2M	5.91%	6
2023 Q1	–	Sell	-305,118	Closed	-$22.5M	–	37
2022 Q4	$22.5M	Buy	+305,118	New	+$22.5M	14.5%	1
2022 Q1	–	Sell	-232,419	Closed	-$19.5M	–	31
2021 Q4	$19.5M	Sell	232,419 -52,685	-18%	-$4.57M	6.23%	8
2021 Q3	$24.9M	Sell	285,104 -2,823	-1%	-$248K	8.46%	3
2021 Q2	$25.3M	Sell	287,927 -5,599	-2%	-$489K	10.83%	2
2021 Q1	$25.6M	Sell	293,526 -3,385	-1%	-$294K	11.62%	3
2020 Q4	$25.9M	Sell	296,911 -414	-0.1%	-$35.4K	9.99%	2
2020 Q3	$24.9M	Buy	297,325 +190	+0.1%	+$16K	17.99%	2
2020 Q2	$24.3M	Buy	+297,135	New	+$23.9M	12.3%	2
2020 Q1	–	Sell	-77,006	Closed	-$6.77M	–	13
2019 Q4	$6.77M	Sell	77,006 -482	-0.6%	-$41.9K	2.8%	13
2019 Q3	$6.75M	Sell	77,488 -2,801	-3%	-$243K	4.47%	10
2019 Q2	$7M	Sell	80,289 -641	-0.8%	-$55.3K	4.56%	10
2019 Q1	$7M	Buy	+80,930	New	+$6.87M	6.03%	5

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 Services Advisory's HYG Position: Q1 2026 in Review

Financial Services Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 2,554 shares — an estimated $206K sold.

Financial Services Advisory first reported a position in HYG in Q1 2019 and held it in 22 quarters. The position peaked at $25.9M in Q4 2020. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Financial Services Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 2,554 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $206K.
Financial Services Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and held it in 22 quarters.
Financial Services Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25.9M in Q4 2020.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.