Independent Advisor Alliance’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Independent Advisor Alliance’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	–	Sell	-30,094	Closed	-$2.39M	–	1311
2026 Q1	$2.39M	Buy	+30,094	New	+$2.42M	0.03%	506
2025 Q1	–	Sell	-10,443	Closed	-$821K	–	1051
2024 Q4	$821K	Buy	+10,443	New	+$829K	0.01%	789
2020 Q1	–	Sell	-54,965	Closed	-$4.83M	–	594
2019 Q4	$4.83M	Buy	+54,965	New	+$4.78M	0.21%	110
2018 Q2	–	Sell	-3,837	Closed	-$278K	–	372
2018 Q1	$278K	Buy	+3,837	New	+$332K	0.06%	259
2017 Q2	–	Sell	-17,414	Closed	-$1.52M	–	302
2017 Q1	$1.52M	Buy	+17,414	New	+$1.52M	0.24%	123

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

Independent Advisor Alliance's HYG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 30,094 shares — an estimated $2.39M sold.

Independent Advisor Alliance first reported a position in HYG in Q1 2017 and held it in 5 quarters. The position peaked at $4.83M in Q4 2019. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 30,094 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.39M.
Independent Advisor Alliance first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and held it in 5 quarters.
Independent Advisor Alliance's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.83M in Q4 2019.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.