Frank Rimerman Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Frank Rimerman 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 Q1	$2.2M	Hold	27,673	–	–	0.14%	112
2025 Q4	$2.23M	Hold	27,673	–	–	0.14%	118
2025 Q3	$2.25M	Hold	27,673	–	–	0.14%	110
2025 Q2	$2.23M	Hold	27,673	–	–	0.15%	109
2025 Q1	$2.18M	Sell	27,673 -590	-2%	-$46.8K	0.17%	99
2024 Q4	$2.22M	Hold	28,263	–	–	0.16%	94
2024 Q3	$2.27M	Hold	28,263	–	–	0.16%	107
2024 Q2	$2.18M	Hold	28,263	–	–	0.15%	109
2024 Q1	$2.2M	Hold	28,263	–	–	0.42%	35
2023 Q4	$2.19M	Hold	28,263	–	–	0.46%	30
2023 Q3	$2.08M	Sell	28,263 -1,498	-5%	-$112K	0.5%	27
2023 Q2	$2.23M	Hold	29,761	–	–	0.53%	27
2023 Q1	$2.25M	Hold	29,761	–	–	0.62%	28
2022 Q4	$2.19M	Buy	29,761 +11,174	+60%	+$824K	0.68%	23
2022 Q3	$1.33M	Sell	18,587 -21,035	-53%	-$1.59M	0.48%	33
2022 Q2	$2.92M	Buy	39,622 +11,433	+41%	+$889K	1.11%	18
2022 Q1	$2.32M	Hold	28,189	–	–	0.74%	22
2021 Q4	$2.45M	Buy	28,189 +144	+0.5%	+$12.5K	0.82%	20
2021 Q3	$2.45M	Buy	28,045 +2,497	+10%	+$219K	0.95%	20
2021 Q2	$2.25M	Buy	25,548 +18,939	+287%	+$1.65M	0.88%	20
2021 Q1	$576K	Sell	6,609 -4,000	-38%	-$348K	0.26%	41
2020 Q4	$926K	Buy	+10,609	New	+$908K	0.42%	31

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

Frank Rimerman Advisors's HYG Position: Q1 2026 in Review

Frank Rimerman Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 27,673 shares worth $2.2M. The position accounts for 0.14% of the portfolio, ranked #112.

Frank Rimerman Advisors first reported a position in HYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.92M in Q2 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Frank Rimerman Advisors held 27,673 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.2M as of Q1 2026.
Frank Rimerman Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.14% of Frank Rimerman Advisors's portfolio in Q1 2026, its #112 holding.
Frank Rimerman Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.92M in Q2 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.