JWM
HYG icon

Jessup Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Jessup Wealth Management’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 		– Sell
-84
Closed -$6.77K – 199
2025
Q4 		$6.77K Buy
+84
New +$6.77K ﹤0.01% 268

Other funds holding HYG

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jessup Wealth Management's HYG Position: Q1 2026 in Review

Jessup Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 84 shares — an estimated $6.77K sold.

Jessup Wealth Management first reported a position in HYG in Q4 2025 and held it in 1 quarter. The position peaked at $6.77K in Q4 2025. 983 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Jessup Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 84 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.77K.
  • Jessup Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.77K in Q4 2025.
  • 983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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