Jones Financial Companies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Jones Financial Companies’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	$4.82M	Buy	61,168 +4,443	+8%	+$357K	﹤0.01%	1087
2025 Q4	$4.57M	Buy	56,725 +10,562	+23%	+$851K	﹤0.01%	661
2025 Q3	$3.74M	Buy	46,163 +7,907	+21%	+$637K	﹤0.01%	658
2025 Q2	$3.07M	Buy	38,256 +3,136	+9%	+$247K	﹤0.01%	642
2025 Q1	$2.77M	Buy	35,120 +5,769	+20%	+$458K	﹤0.01%	569
2024 Q4	$2.31M	Buy	29,351 +11,467	+64%	+$910K	﹤0.01%	524
2024 Q3	$1.44M	Buy	17,884 +6,774	+61%	+$533K	﹤0.01%	514
2024 Q2	$857K	Buy	11,110 +5,106	+85%	+$393K	﹤0.01%	448
2024 Q1	$467K	Buy	6,004 +5,692	+1,824%	+$440K	﹤0.01%	338
2023 Q4	$24.2K	Buy	+312	New	+$23.3K	﹤0.01%	563
2022 Q3	–	Sell	-42	Closed	-$3K	–	625
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	573
2022 Q1	$3K	Buy	+42	New	+$3.51K	﹤0.01%	622
2021 Q4	–	Sell	-232	Closed	-$20K	–	760
2021 Q3	$20K	Buy	+232	New	+$20.3K	﹤0.01%	427

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 $58.2B AUM 22.78% 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

Jones Financial Companies's HYG Position: Q1 2026 in Review

Jones Financial Companies increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.8% in Q1 2026, buying an estimated $357K and bringing the position to 61,168 shares worth $4.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Jones Financial Companies first reported a position in HYG in Q3 2021 and has held it in 13 quarters since. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Jones Financial Companies held 61,168 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.82M as of Q1 2026.
Jones Financial Companies bought 4,443 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $357K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1087 holding.
Jones Financial Companies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2021 and has held it in 13 quarters since.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.