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

Krilogy Financial’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	$290K	Buy	+3,608	New	+$290K	0.01%	749
2023 Q2	–	Sell	-5,018	Closed	-$379K	–	282
2023 Q1	$379K	Buy	5,018 +1,294	+35%	+$96.9K	0.03%	305
2022 Q4	$274K	Buy	+3,724	New	+$275K	0.03%	333
2022 Q1	–	Sell	-2,355	Closed	-$205K	–	316
2021 Q4	$205K	Hold	2,355	–	–	0.02%	269
2021 Q3	$206K	Hold	2,355	–	–	0.02%	259
2021 Q2	$207K	Buy	2,355 +20	+0.9%	+$1.75K	0.02%	263
2021 Q1	$204K	Hold	2,335	–	–	0.02%	253
2020 Q4	$204K	Buy	+2,335	New	+$200K	0.02%	254
2017 Q3	–	Sell	-430	Closed	-$38K	–	822
2017 Q2	$38K	Sell	430 -361	-46%	-$31.8K	0.01%	354
2017 Q1	$68K	Hold	791	–	–	0.02%	251
2016 Q4	$68K	Buy	791 +7	+0.9%	+$603	0.02%	251
2016 Q3	$68K	Buy	784 +5	+0.6%	+$430	0.02%	259
2016 Q2	$66K	Buy	779 +20	+3%	+$1.66K	0.02%	259
2016 Q1	$62K	Buy	+759	New	+$60.3K	0.03%	234
2015 Q4	–	Sell	-734	Closed	-$61K	–	492
2015 Q3	$61K	Buy	+734	New	+$63.6K	0.03%	181

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

Krilogy Financial's HYG Position: Q1 2026 in Review

Krilogy Financial opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026: 3,608 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in HYG as recently as Q1 2023.

Krilogy Financial first reported a position in HYG in Q3 2015 and has held it in 15 quarters since. The position peaked at $379K in Q1 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Krilogy Financial held 3,608 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $290K as of Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Krilogy Financial position in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #749 holding.
Krilogy Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2015 and has held it in 15 quarters since.
Krilogy Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $379K in Q1 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.