IEQ Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

IEQ Capital’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	$1.79M	Sell	22,497 -846	-4%	-$68K	0.01%	810
2025 Q4	$1.88M	Buy	23,343 +6,245	+37%	+$503K	0.01%	817
2025 Q3	$1.39M	Buy	17,098 +768	+5%	+$61.9K	﹤0.01%	896
2025 Q2	$1.32M	Sell	16,330 -7	-0%	-$552	0.01%	774
2025 Q1	$1.29M	Buy	16,337 +10,315	+171%	+$819K	0.01%	690
2024 Q4	$474K	Buy	+6,022	New	+$478K	﹤0.01%	865
2024 Q3	–	Sell	-4,711	Closed	-$363K	–	1175
2024 Q2	$363K	Buy	+4,711	New	+$362K	﹤0.01%	747

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

IEQ Capital's HYG Position: Q1 2026 in Review

IEQ Capital reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.6% in Q1 2026, selling an estimated $68K and leaving 22,497 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #810.

IEQ Capital first reported a position in HYG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

IEQ Capital held 22,497 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.79M as of Q1 2026.
IEQ Capital sold 846 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $68K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #810 holding.
IEQ Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
IEQ Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.88M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.