Kingswood Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kingswood Wealth Advisors’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	$1.02M	Buy	12,834 +942	+8%	+$75.8K	0.05%	378
2025 Q4	$959K	Buy	11,892 +1,162	+11%	+$93.7K	0.05%	361
2025 Q3	$871K	Sell	10,730 -949	-8%	-$76.5K	0.05%	331
2025 Q2	$942K	Sell	11,679 -499	-4%	-$39.3K	0.07%	277
2025 Q1	$961K	Buy	12,178 +5,502	+82%	+$437K	0.09%	251
2024 Q4	$525K	Buy	+6,676	New	+$530K	0.04%	423
2024 Q3	–	Sell	-12,792	Closed	-$987K	–	706
2024 Q2	$987K	Sell	12,792 -2,448	-16%	-$188K	0.09%	235
2024 Q1	$1.18M	Buy	15,240 +7,370	+94%	+$570K	0.14%	174
2023 Q4	$609K	Buy	+7,870	New	+$587K	0.07%	298

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

Kingswood Wealth Advisors's HYG Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.9% in Q1 2026, buying an estimated $75.8K and bringing the position to 12,834 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #378.

Kingswood Wealth Advisors first reported a position in HYG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Kingswood Wealth Advisors held 12,834 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.02M as of Q1 2026.
Kingswood Wealth Advisors bought 942 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $75.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #378 holding.
Kingswood Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.18M in Q1 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.