Financial & Tax Architects’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial & Tax Architects’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	$3.75M	Buy	47,148 +2,759	+6%	+$222K	0.84%	46
2025 Q4	$3.58M	Buy	44,389 +989	+2%	+$79.7K	0.8%	40
2025 Q3	$3.52M	Sell	43,400 -1,011	-2%	-$81.5K	0.78%	40
2025 Q2	$3.58M	Sell	44,411 -2,347	-5%	-$185K	0.87%	36
2025 Q1	$3.69M	Buy	46,758 +2,001	+4%	+$159K	0.93%	35
2024 Q4	$3.52M	Buy	44,757 +3,444	+8%	+$273K	0.9%	35
2024 Q3	$3.32M	Buy	41,313 +5,597	+16%	+$440K	0.85%	35
2024 Q2	$2.76M	Buy	35,716 +2,587	+8%	+$199K	0.74%	38
2024 Q1	$2.58M	Buy	33,129 +2,151	+7%	+$166K	0.71%	40
2023 Q4	$2.4M	Buy	+30,978	New	+$2.31M	0.71%	38
2022 Q1	–	Sell	-27,917	Closed	-$2.43M	–	93
2021 Q4	$2.43M	Buy	27,917 +732	+3%	+$63.5K	0.99%	36
2021 Q3	$2.38M	Buy	27,185 +1,422	+6%	+$125K	1.08%	35
2021 Q2	$2.27M	Buy	25,763 +1,852	+8%	+$162K	1.11%	36
2021 Q1	$2.08M	Buy	+23,911	New	+$2.08M	1.17%	37

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 & Tax Architects's HYG Position: Q1 2026 in Review

Financial & Tax Architects increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.2% in Q1 2026, buying an estimated $222K and bringing the position to 47,148 shares worth $3.75M. The position accounts for 0.84% of the portfolio, ranked #46.

Financial & Tax Architects first reported a position in HYG in Q1 2021 and has held it in 14 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Financial & Tax Architects held 47,148 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.75M as of Q1 2026.
Financial & Tax Architects bought 2,759 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $222K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.84% of Financial & Tax Architects's portfolio in Q1 2026, its #46 holding.
Financial & Tax Architects first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 14 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.