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Insight Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Insight Wealth Partners’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 		$5.77M Buy
72,531
+4,247
+6% +$342K 0.81% 12
2025
Q4 		$5.51M Buy
68,284
+5,911
+9% +$476K 0.75% 12
2025
Q3 		$5.06M Buy
62,373
+9,907
+19% +$798K 1.54% 13
2025
Q2 		$4.23M Buy
52,466
+2,256
+4% +$178K 1.64% 12
2025
Q1 		$3.96M Buy
50,210
+2,177
+5% +$173K 0.66% 11
2024
Q4 		$3.78M Buy
48,033
+6,551
+16% +$520K 0.52% 15
2024
Q3 		$3.33M Buy
41,482
+2,755
+7% +$217K 0.66% 15
2024
Q2 		$2.99M Buy
38,727
+29
+0.1% +$2.23K 0.52% 13
2024
Q1 		$3.01M Buy
38,698
+5,329
+16% +$412K 0.52% 14
2023
Q4 		$2.58M Sell
33,369
-988
-3% -$73.7K 0.45% 15
2023
Q3 		$2.53M Sell
34,357
-40
-0.1% -$2.99K 0.49% 13
2023
Q2 		$2.58M Sell
34,397
-6,169
-15% -$460K 0.6% 12
2023
Q1 		$3.06M Buy
40,566
+1,102
+3% +$82.5K 0.69% 11
2022
Q4 		$2.91M Sell
39,464
-2,456
-6% -$181K 2.17% 12
2022
Q3 		$2.99M Sell
41,920
-7,800
-16% -$590K 2.82% 12
2022
Q2 		$3.66M Buy
49,720
+60
+0.1% +$4.67K 2.75% 12
2022
Q1 		$4.09M Sell
49,660
-2,986
-6% -$250K 2.27% 11
2021
Q4 		$4.58M Buy
52,646
+7,444
+16% +$646K 0.86% 17
2021
Q3 		$3.96M Buy
45,202
+981
+2% +$86K 2.12% 15
2021
Q2 		$3.89M Sell
44,221
-258
-0.6% -$22.5K 2.07% 15
2021
Q1 		$3.88M Buy
44,479
+15,864
+55% +$1.38M 1.91% 15
2020
Q4 		$2.5M Sell
28,615
-21,331
-43% -$1.83M 1.53% 15
2020
Q3 		$4.19M Buy
49,946
+3,179
+7% +$268K 4% 5
2020
Q2 		$3.82M Buy
46,767
+2,546
+6% +$205K 3.92% 6
2020
Q1 		$3.41M Sell
44,221
-4,520
-9% -$382K 4.44% 6
2019
Q4 		$4.29M Buy
+48,741
New +$4.24M 4.25% 5

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Insight Wealth Partners's HYG Position: Q1 2026 in Review

Insight Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.2% in Q1 2026, buying an estimated $342K and bringing the position to 72,531 shares worth $5.77M. The position accounts for 0.81% of the portfolio, ranked #12.

Insight Wealth Partners first reported a position in HYG in Q4 2019 and has held it in 26 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Insight Wealth Partners held 72,531 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $5.77M as of Q1 2026.
  • Insight Wealth Partners bought 4,247 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $342K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.81% of Insight Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Insight Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.