Garton & Associates Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Garton & Associates Financial 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	–	Sell	-150	Closed	-$12.1K	–	379
2025 Q4	$12.1K	Buy	+150	New	+$12.1K	0.01%	785

Other funds holding HYG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Garton & Associates Financial Advisors's HYG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 150 shares — an estimated $12.1K sold.

Garton & Associates Financial Advisors first reported a position in HYG in Q4 2025 and held it in 1 quarter. The position peaked at $12.1K in Q4 2025. 982 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 150 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $12.1K.
Garton & Associates Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $12.1K in Q4 2025.
982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.