Heritage Oak Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Heritage Oak Wealth 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	-8,131	Closed	-$656K	–	78
2025 Q4	$656K	Sell	8,131 -6,398	-44%	-$516K	0.24%	43
2025 Q3	$1.18M	Sell	14,529 -51,098	-78%	-$4.12M	0.43%	32
2025 Q2	$5.29M	Buy	65,627 +610	+0.9%	+$48.1K	2.04%	8
2025 Q1	$5.13M	Buy	65,017 +1,591	+3%	+$126K	2.25%	9
2024 Q4	$4.99M	Buy	+63,426	New	+$5.04M	2.34%	7
2024 Q3	–	Sell	-65,473	Closed	-$5.05M	–	175
2024 Q2	$5.05M	Buy	+65,473	New	+$5.03M	2.55%	6

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

Heritage Oak Wealth Advisors's HYG Position: Q1 2026 in Review

Heritage Oak Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 8,131 shares — an estimated $656K sold.

Heritage Oak Wealth Advisors first reported a position in HYG in Q2 2024 and held it in 6 quarters. The position peaked at $5.29M in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Heritage Oak Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 8,131 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $656K.
Heritage Oak Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Heritage Oak Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.29M in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.