Galvin Gaustad & Stein’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Galvin Gaustad & Stein’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	$835K	Sell	10,494 -31,035	-75%	-$2.5M	0.07%	139
2025 Q4	$3.35M	Buy	+41,529	New	+$3.35M	0.26%	75

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

Galvin Gaustad & Stein's HYG Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 75% in Q1 2026, selling an estimated $2.5M and leaving 10,494 shares worth $835K. The position accounts for 0.07% of the portfolio, ranked #139.

Galvin Gaustad & Stein first reported a position in HYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.35M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Galvin Gaustad & Stein held 10,494 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $835K as of Q1 2026.
Galvin Gaustad & Stein sold 31,035 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.5M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #139 holding.
Galvin Gaustad & Stein first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Galvin Gaustad & Stein's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.35M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.