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Integrated Wealth Concepts’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Integrated Wealth Concepts’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 		$1.75M Buy
21,958
+8,845
+67% +$711K 0.01% 818
2025
Q4 		$1.06M Sell
13,113
-10,450
-44% -$842K 0.01% 749
2025
Q3 		$1.91M Buy
23,563
+1,112
+5% +$89.6K 0.02% 688
2025
Q2 		$1.81M Sell
22,451
-28,004
-56% -$2.21M 0.02% 648
2025
Q1 		$3.98M Sell
50,455
-3,929
-7% -$312K 0.05% 367
2024
Q4 		$4.28M Buy
54,384
+13,397
+33% +$1.06M 0.05% 331
2024
Q3 		$3.29M Buy
40,987
+15,823
+63% +$1.24M 0.04% 395
2024
Q2 		$1.94M Sell
25,164
-300,908
-92% -$23.1M 0.03% 516
2024
Q1 		$25.3M Buy
326,072
+7,494
+2% +$579K 0.37% 51
2023
Q4 		$24.7M Sell
318,578
-11,453
-3% -$854K 0.4% 44
2023
Q3 		$24.3M Buy
330,031
+297,034
+900% +$22.2M 0.43% 45
2023
Q2 		$2.48M Buy
32,997
+5,826
+21% +$435K 0.04% 384
2023
Q1 		$2.05M Sell
27,171
-11,126
-29% -$833K 0.04% 398
2022
Q4 		$2.82M Sell
38,297
-67,729
-64% -$4.99M 0.08% 244
2022
Q3 		$7.57M Buy
106,026
+70,634
+200% +$5.34M 0.24% 90
2022
Q2 		$2.6M Sell
35,392
-1,061
-3% -$82.5K 0.08% 227
2022
Q1 		$3M Sell
36,453
-3,685
-9% -$308K 0.09% 194
2021
Q4 		$3.49M Sell
40,138
-215,076
-84% -$18.7M 0.1% 171
2021
Q3 		$22.3M Buy
255,214
+12,938
+5% +$1.13M 0.73% 31
2021
Q2 		$21.3M Buy
242,276
+221,625
+1,073% +$19.3M 0.76% 32
2021
Q1 		$1.8M Sell
20,651
-123,621
-86% -$10.8M 0.07% 199
2020
Q4 		$12.6M Buy
144,272
+128,232
+799% +$11M 0.6% 45
2020
Q3 		$1.35M Sell
16,040
-110,885
-87% -$9.33M 0.08% 170
2020
Q2 		$10.4M Buy
126,925
+111,044
+699% +$8.95M 0.75% 35
2020
Q1 		$1.22M Sell
15,881
-1,947
-11% -$164K 0.11% 122
2019
Q4 		$1.57M Buy
17,828
+467
+3% +$40.6K 0.13% 112
2019
Q3 		$1.51M Buy
17,361
+7,394
+74% +$642K 0.17% 94
2019
Q2 		$572K Buy
9,967
+4,639
+87% +$400K 0.07% 166
2019
Q1 		$461K Buy
5,328
+2,827
+113% +$240K 0.08% 180
2018
Q4 		$203K Buy
+2,501
New +$209K 0.06% 250

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

Integrated Wealth Concepts's HYG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 67% in Q1 2026, buying an estimated $711K and bringing the position to 21,958 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #818.

Integrated Wealth Concepts first reported a position in HYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.3M in Q1 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Integrated Wealth Concepts held 21,958 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.75M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,845 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $711K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #818 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25.3M in Q1 2024.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.