HFG Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

HFG 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	$2.81M	Buy	35,338 +1,399	+4%	+$113K	1.98%	10
2025 Q4	$2.74M	Buy	33,939 +2,189	+7%	+$176K	1.98%	12
2025 Q3	$2.58M	Buy	31,750 +1,305	+4%	+$105K	1.9%	12
2025 Q2	$2.46M	Buy	30,445 +3,189	+12%	+$251K	1.94%	13
2025 Q1	$2.15M	Buy	27,256 +866	+3%	+$68.7K	1.84%	14
2024 Q4	$2.08M	Buy	26,390 +666	+3%	+$52.9K	1.81%	13
2024 Q3	$2.07M	Buy	25,724 +533	+2%	+$41.9K	1.83%	15
2024 Q2	$1.94M	Buy	25,191 +900	+4%	+$69.2K	1.81%	14
2024 Q1	$1.89M	Buy	24,291 +4,252	+21%	+$329K	1.67%	16
2023 Q4	$1.55M	Buy	20,039 +265	+1%	+$19.8K	1.49%	17
2023 Q3	$1.46M	Buy	19,774 +375	+2%	+$28K	1.59%	15
2023 Q2	$1.46M	Buy	19,399 +127	+0.7%	+$9.48K	1.54%	17
2023 Q1	$1.46M	Buy	19,272 +655	+4%	+$49.1K	1.66%	16
2022 Q4	$1.37M	Buy	+18,617	New	+$1.37M	1.61%	16

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

HFG Advisors's HYG Position: Q1 2026 in Review

HFG Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.1% in Q1 2026, buying an estimated $113K and bringing the position to 35,338 shares worth $2.81M. The position accounts for 1.98% of the portfolio, ranked #10.

HFG Advisors first reported a position in HYG in Q4 2022 and has held it in 14 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

HFG Advisors held 35,338 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.81M as of Q1 2026.
HFG Advisors bought 1,399 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $113K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.98% of HFG Advisors's portfolio in Q1 2026, its #10 holding.
HFG Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.