Golden State Equity Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Golden State Equity Partners’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	$374K	Buy	4,694 +1,709	+57%	+$137K	0.03%	521
2025 Q4	$241K	Buy	+2,985	New	+$241K	0.04%	441
2025 Q3	–	Sell	-10,811	Closed	-$872K	–	464
2025 Q2	$872K	Sell	10,811 -1,505	-12%	-$119K	0.16%	156
2025 Q1	$972K	Sell	12,316 -7,860	-39%	-$624K	0.19%	136
2024 Q4	$1.59M	Buy	+20,176	New	+$1.6M	0.3%	72
2023 Q4	–	Sell	-9,635	Closed	-$710K	–	372
2023 Q3	$710K	Buy	9,635 +41	+0.4%	+$3.06K	0.2%	125
2023 Q2	$720K	Sell	9,594 -811	-8%	-$60.5K	0.2%	122
2023 Q1	$786K	Buy	+10,405	New	+$779K	0.43%	70
2022 Q1	$1.22M	Sell	14,860 -3,879	-21%	-$324K	0.62%	45
2021 Q4	$1.63M	Sell	18,739 -4,370	-19%	-$379K	0.82%	32
2021 Q3	$2.02M	Buy	+23,109	New	+$2.03M	0.82%	30
2021 Q2	–	Sell	-18,093	Closed	-$1.58M	–	266
2021 Q1	$1.58M	Buy	18,093 +757	+4%	+$65.9K	0.9%	32
2020 Q4	$1.51M	Buy	+17,336	New	+$1.48M	1.04%	27

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

Golden State Equity Partners's HYG Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 57% in Q1 2026, buying an estimated $137K and bringing the position to 4,694 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #521.

Golden State Equity Partners first reported a position in HYG in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.02M in Q3 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Golden State Equity Partners held 4,694 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $374K as of Q1 2026.
Golden State Equity Partners bought 1,709 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $137K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #521 holding.
Golden State Equity Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Golden State Equity Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.02M in Q3 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.