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

KFA Private Wealth Group’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	$649K	Sell	8,153 -48	-0.6%	-$3.86K	0.16%	69
2025 Q4	$661K	Sell	8,201 -57	-0.7%	-$4.59K	0.16%	66
2025 Q3	$671K	Sell	8,258 -333	-4%	-$26.8K	0.19%	58
2025 Q2	$693K	Sell	8,591 -98	-1%	-$7.72K	0.21%	57
2025 Q1	$685K	Buy	8,689 +4,245	+96%	+$337K	0.24%	52
2024 Q4	$349K	Buy	4,444 +1,934	+77%	+$154K	0.15%	63
2024 Q3	$202K	Buy	+2,510	New	+$197K	0.1%	81
2024 Q2	–	Sell	-5,219	Closed	-$406K	–	87
2024 Q1	$406K	Buy	+5,219	New	+$403K	0.13%	71
2021 Q2	–	Sell	-2,756	Closed	-$240K	–	75
2021 Q1	$240K	Buy	2,756 +49	+2%	+$4.26K	0.14%	69
2020 Q4	$236K	Buy	2,707 +21	+0.8%	+$1.8K	0.15%	62
2020 Q3	$225K	Buy	+2,686	New	+$226K	0.17%	59

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

KFA Private Wealth Group's HYG Position: Q1 2026 in Review

KFA Private Wealth Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.59% in Q1 2026, selling an estimated $3.86K and leaving 8,153 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #69.

KFA Private Wealth Group first reported a position in HYG in Q3 2020 and has held it in 11 quarters since. The position peaked at $693K in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

KFA Private Wealth Group held 8,153 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $649K as of Q1 2026.
KFA Private Wealth Group sold 48 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.86K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.16% of KFA Private Wealth Group's portfolio in Q1 2026, its #69 holding.
KFA Private Wealth Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and has held it in 11 quarters since.
KFA Private Wealth Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $693K in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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