Financial Strategies Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Strategies Group’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	$322K	Buy	4,004 +828	+26%	+$66.6K	0.05%	82
2025 Q4	$257K	Hold	3,176	–	–	0.05%	86
2025 Q3	$255K	Hold	3,176	–	–	0.05%	87
2025 Q2	$254K	Hold	3,176	–	–	0.05%	88
2025 Q1	$246K	Hold	3,176	–	–	0.06%	89
2024 Q4	$249K	Hold	3,176	–	–	0.06%	92
2024 Q3	$253K	Hold	3,176	–	–	0.06%	92
2024 Q2	$246K	Sell	3,176 -280	-8%	-$21.5K	0.06%	85
2024 Q1	$267K	Sell	3,456 -4,447	-56%	-$344K	0.07%	70
2023 Q4	$609K	Buy	7,903 +3,559	+82%	+$265K	0.17%	48
2023 Q3	$314K	Buy	+4,344	New	+$324K	0.1%	63

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 Strategies Group's HYG Position: Q1 2026 in Review

Financial Strategies Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 26% in Q1 2026, buying an estimated $66.6K and bringing the position to 4,004 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #82.

Financial Strategies Group first reported a position in HYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $609K in Q4 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Financial Strategies Group held 4,004 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $322K as of Q1 2026.
Financial Strategies Group bought 828 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $66.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Financial Strategies Group's portfolio in Q1 2026, its #82 holding.
Financial Strategies Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Financial Strategies Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $609K in Q4 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.