Founders Financial Alliance’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Founders Financial Alliance’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	$62.8K	Buy	789 +5	+0.6%	+$402	0.01%	493
2025 Q4	$63.3K	Buy	784 +8	+1%	+$645	0.01%	418
2025 Q3	$63K	Buy	776 +6	+0.8%	+$483	0.01%	476
2025 Q2	$62.1K	Buy	770 +6	+0.8%	+$473	0.01%	375
2025 Q1	$60.3K	Buy	764 +4	+0.5%	+$317	0.01%	426
2024 Q4	$59.8K	Buy	760 +8	+1%	+$635	0.02%	369
2024 Q3	$60.4K	Buy	752 +6	+0.8%	+$472	0.02%	375
2024 Q2	$57.5K	Sell	746 -249	-25%	-$19.1K	0.02%	364
2024 Q1	$77.3K	Buy	995 +71	+8%	+$5.49K	0.02%	348
2023 Q4	$71.5K	Buy	924 +8	+0.9%	+$596	0.03%	314
2023 Q3	$67.5K	Sell	916 -1,023	-53%	-$76.4K	0.03%	299
2023 Q2	$146K	Buy	1,939 +5	+0.3%	+$373	0.06%	268
2023 Q1	$146K	Sell	1,934 -2	-0.1%	-$150	0.07%	225
2022 Q4	$143K	Sell	1,936 -248	-11%	-$18.3K	0.07%	241
2022 Q3	$156K	Sell	2,184 -875	-29%	-$66.1K	0.08%	227
2022 Q2	$225K	Buy	3,059 +8	+0.3%	+$622	0.11%	189
2022 Q1	$251K	Buy	3,051 +5	+0.2%	+$418	0.11%	178
2021 Q4	$265K	Buy	3,046 +95	+3%	+$8.24K	0.11%	202
2021 Q3	$258K	Buy	2,951 +136	+5%	+$11.9K	0.12%	180
2021 Q2	$248K	Buy	2,815 +2	+0.1%	+$175	0.11%	200
2021 Q1	$245K	Buy	2,813 +726	+35%	+$63.2K	0.12%	189
2020 Q4	$183K	Hold	2,087	–	–	0.1%	198
2020 Q3	$175K	Buy	+2,087	New	+$176K	0.1%	178

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

Founders Financial Alliance's HYG Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.64% in Q1 2026, buying an estimated $402 and bringing the position to 789 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #493.

Founders Financial Alliance first reported a position in HYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $265K in Q4 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Founders Financial Alliance held 789 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $62.8K as of Q1 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q1 2026, its #493 holding.
Founders Financial Alliance first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
Founders Financial Alliance's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $265K in Q4 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.