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

Hillcrest 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 Q2	$883K	Buy	11,040 +2,540	+30%	+$203K	0.32%	34
2026 Q1	$676K	Buy	8,500 +3,800	+81%	+$306K	0.27%	35
2025 Q4	$379K	Buy	4,700 +1,300	+38%	+$105K	0.16%	41
2025 Q3	$276K	Buy	3,400 +600	+21%	+$48.3K	0.12%	43
2025 Q2	$226K	Sell	2,800 -2,075	-43%	-$163K	0.11%	46
2025 Q1	$385K	Sell	4,875 -75	-2%	-$5.95K	0.19%	37
2024 Q4	$389K	Buy	4,950 +1,475	+42%	+$117K	0.19%	38
2024 Q3	$279K	Sell	3,475 -650	-16%	-$51.1K	0.14%	42
2024 Q2	$318K	Buy	+4,125	New	+$317K	0.17%	40
2023 Q4	–	Sell	-7,200	Closed	-$531K	–	46
2023 Q3	$531K	Buy	+7,200	New	+$538K	0.3%	33
2023 Q2	–	Sell	-3,375	Closed	-$255K	–	48
2023 Q1	$255K	Sell	3,375 -625	-16%	-$46.8K	0.15%	42
2022 Q4	$295K	Sell	4,000 -135	-3%	-$9.95K	0.18%	40
2022 Q3	$295K	Buy	+4,135	New	+$313K	0.19%	41

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

OTPPB

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Hillcrest Wealth Advisors's HYG Position: Q2 2026 in Review

Hillcrest Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 30% in Q2 2026, buying an estimated $203K and bringing the position to 11,040 shares worth $883K. The position accounts for 0.32% of the portfolio, ranked #34.

Hillcrest Wealth Advisors first reported a position in HYG in Q3 2022 and has held it in 13 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Hillcrest Wealth Advisors held 11,040 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $883K as of Q2 2026.
Hillcrest Wealth Advisors bought 2,540 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $203K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.32% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Hillcrest Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 13 quarters since.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.