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Foundations Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Foundations Investment Advisors’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 		$11.9M Buy
149,392
+125,691
+530% +$10.1M 0.12% 160
2026
Q1 		$1.89M Sell
23,701
-192,889
-89% -$15.5M 0.02% 388
2025
Q4 		$17.5M Sell
216,590
-62,963
-23% -$5.08M 0.23% 101
2025
Q3 		$22.7M Buy
279,553
+250,591
+865% +$20.2M 0.33% 68
2025
Q2 		$2.34M Buy
28,962
+20,437
+240% +$1.61M 0.04% 295
2025
Q1 		$673K Sell
8,525
-15,277
-64% -$1.21M 0.01% 499
2024
Q4 		$1.87M Sell
23,802
-4,537
-16% -$360K 0.04% 300
2024
Q3 		$2.28M Buy
28,339
+19,510
+221% +$1.53M 0.05% 254
2024
Q2 		$681K Sell
8,829
-1,528
-15% -$117K 0.02% 428
2024
Q1 		$805K Buy
10,357
+672
+7% +$51.9K 0.02% 362
2023
Q4 		$751K Sell
9,685
-1,416
-13% -$106K 0.02% 354
2023
Q3 		$818K Sell
11,101
-4,258
-28% -$318K 0.03% 307
2023
Q2 		$1.15M Sell
15,359
-3,062
-17% -$229K 0.04% 248
2023
Q1 		$1.39M Sell
18,421
-45,813
-71% -$3.43M 0.05% 197
2022
Q4 		$4.73M Buy
64,234
+12,070
+23% +$890K 0.19% 70
2022
Q3 		$3.72M Buy
52,164
+28,223
+118% +$2.13M 0.16% 61
2022
Q2 		$1.76M Buy
23,941
+6,154
+35% +$478K 0.07% 106
2022
Q1 		$1.43M Sell
17,787
-172
-1% -$14.4K 0.06% 103
2021
Q4 		$1.55M Sell
17,959
-5,598
-24% -$486K 0.06% 99
2021
Q3 		$2.05M Sell
23,557
-179,592
-88% -$15.8M 0.09% 82
2021
Q2 		$17.9M Buy
203,149
+23,554
+13% +$2.06M 0.86% 17
2021
Q1 		$15.7M Buy
179,595
+138,085
+333% +$12M 0.9% 14
2020
Q4 		$3.63M Buy
41,510
+26,658
+179% +$2.28M 0.24% 31
2020
Q3 		$1.25M Buy
14,852
+8,219
+124% +$692K 0.27% 58
2020
Q2 		$545K Sell
6,633
-234
-3% -$18.9K 0.05% 101
2020
Q1 		$512K Sell
6,867
-22,395
-77% -$1.89M 0.06% 70
2019
Q4 		$2.58M Sell
29,262
-397,382
-93% -$34.6M 0.32% 28
2019
Q3 		$36.8M Buy
426,644
+69,094
+19% +$6M 4.82% 9
2019
Q2 		$31.2M Buy
357,550
+355,042
+14,156% +$30.6M 4.69% 8
2019
Q1 		$217K Sell
2,508
-1,518
-38% -$129K 0.04% 91
2018
Q4 		$343K Sell
4,026
-28,205
-88% -$2.36M 0.07% 81
2018
Q3 		$2.79M Buy
+32,231
New +$2.77M 0.68% 26

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Foundations Investment Advisors's HYG Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 530% in Q2 2026, buying an estimated $10.1M and bringing the position to 149,392 shares worth $11.9M. The position accounts for 0.12% of the portfolio, ranked #160.

Foundations Investment Advisors first reported a position in HYG in Q3 2018 and has held it in 32 quarters since. The position peaked at $36.8M in Q3 2019. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Foundations Investment Advisors held 149,392 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $11.9M as of Q2 2026.
  • Foundations Investment Advisors bought 125,691 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.1M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of Foundations Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Foundations Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Foundations Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $36.8M in Q3 2019.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.