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 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 $1.66T 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

Hillcrest Wealth Advisors's HYG Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 81% in Q1 2026, buying an estimated $306K and bringing the position to 8,500 shares worth $676K. The position accounts for 0.27% of the portfolio, ranked #35.

Hillcrest Wealth Advisors first reported a position in HYG in Q3 2022 and has held it in 12 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Hillcrest Wealth Advisors held 8,500 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $676K as of Q1 2026.
Hillcrest Wealth Advisors bought 3,800 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $306K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.27% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Hillcrest Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.