Kestra Private Wealth Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kestra Private Wealth Services’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	$4.83M	Buy	60,686 +95	+0.2%	+$7.64K	0.06%	326
2025 Q4	$4.89M	Buy	60,591 +2,078	+4%	+$167K	0.06%	315
2025 Q3	$4.75M	Buy	58,513 +1,091	+2%	+$87.9K	0.06%	313
2025 Q2	$4.63M	Buy	57,422 +513	+0.9%	+$40.4K	0.07%	288
2025 Q1	$4.49M	Buy	56,909 +2,296	+4%	+$182K	0.07%	269
2024 Q4	$4.3M	Buy	54,613 +2,165	+4%	+$172K	0.07%	272
2024 Q3	$4.21M	Buy	52,448 +41,065	+361%	+$3.23M	0.08%	262
2024 Q2	$878K	Buy	11,383 +107	+0.9%	+$8.23K	0.02%	619
2024 Q1	$876K	Buy	11,276 +294	+3%	+$22.7K	0.02%	595
2023 Q4	$850K	Sell	10,982 -7,894	-42%	-$589K	0.02%	570
2023 Q3	$1.39M	Sell	18,876 -2,864	-13%	-$214K	0.04%	382
2023 Q2	$1.63M	Sell	21,740 -11,535	-35%	-$861K	0.06%	341
2023 Q1	$2.51M	Buy	33,275 +10,706	+47%	+$802K	0.1%	220
2022 Q4	$1.66M	Buy	22,569 +18,253	+423%	+$1.35M	0.08%	266
2022 Q3	$308K	Sell	4,316 -1,035	-19%	-$78.2K	0.02%	641
2022 Q2	$394K	Sell	5,351 -1,113	-17%	-$86.5K	0.02%	579
2022 Q1	$532K	Sell	6,464 -1,079	-14%	-$90.2K	0.03%	555
2021 Q4	$656K	Sell	7,543 -491	-6%	-$42.6K	0.03%	505
2021 Q3	$703K	Sell	8,034 -765	-9%	-$67.1K	0.04%	456
2021 Q2	$775K	Buy	8,799 +226	+3%	+$19.7K	0.05%	403
2021 Q1	$747K	Sell	8,573 -18,602	-68%	-$1.62M	0.05%	365
2020 Q4	$2.37M	Buy	27,175 +9,107	+50%	+$780K	0.17%	138
2020 Q3	$1.54M	Buy	+18,068	New	+$1.52M	0.13%	164

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 $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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Kestra Private Wealth Services's HYG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.16% in Q1 2026, buying an estimated $7.64K and bringing the position to 60,686 shares worth $4.83M. The position accounts for 0.06% of the portfolio, ranked #326.

Kestra Private Wealth Services first reported a position in HYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.89M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Kestra Private Wealth Services held 60,686 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.83M as of Q1 2026.
Kestra Private Wealth Services bought 95 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.64K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #326 holding.
Kestra Private Wealth Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Private Wealth Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.89M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.