GoalVest Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

GoalVest Advisory’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	-1,302	Closed	-$105K	–	498
2025 Q4	$105K	Hold	1,302	–	–	0.02%	183
2025 Q3	$106K	Hold	1,302	–	–	0.02%	166
2025 Q2	$105K	Buy	+1,302	New	+$103K	0.03%	164
2025 Q1	–	Sell	-137	Closed	-$10.8K	–	517
2024 Q4	$10.8K	Buy	+137	New	+$10.9K	﹤0.01%	280
2024 Q1	–	Sell	-505	Closed	-$39.1K	–	438
2023 Q4	$39.1K	Buy	+505	New	+$37.6K	0.02%	161
2022 Q2	–	Sell	-19	Closed	-$2K	–	408
2022 Q1	$2K	Buy	+19	New	+$1.59K	﹤0.01%	294
2021 Q1	–	Sell	-25	Closed	-$2K	–	190
2020 Q4	$2K	Buy	+25	New	+$2.14K	﹤0.01%	189

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

GoalVest Advisory's HYG Position: Q1 2026 in Review

GoalVest Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 1,302 shares — an estimated $105K sold.

GoalVest Advisory first reported a position in HYG in Q4 2020 and held it in 7 quarters. The position peaked at $106K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

GoalVest Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 1,302 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $105K.
GoalVest Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
GoalVest Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $106K in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.