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Laurel Wealth Advisors (North Carolina)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-869
Closed -$70.1K – 391
2025
Q4 		$70.1K Buy
+869
New +$70K 0.01% 291
2025
Q2 		– Sell
-869
Closed -$68.6K – 396
2025
Q1 		$68.6K Hold
869
– – 0.01% 274
2024
Q4 		$68.3K Buy
+869
New +$69K 0.01% 273
2024
Q1 		– Sell
-3,273
Closed -$253K – 643
2023
Q4 		$253K Sell
3,273
-367
-10% -$27.4K 0.05% 157
2023
Q3 		$268K Buy
3,640
+54
+2% +$4.03K 0.06% 146
2023
Q2 		$269K Buy
3,586
+49
+1% +$3.66K 0.05% 147
2023
Q1 		$267K Buy
3,537
+38
+1% +$2.85K 0.06% 149
2022
Q4 		$258K Buy
3,499
+64
+2% +$4.72K 0.06% 143
2022
Q3 		$245K Buy
3,435
+45
+1% +$3.4K 0.06% 140
2022
Q2 		$250K Buy
3,390
+40
+1% +$3.11K 0.06% 144
2022
Q1 		$276K Buy
3,350
+1,834
+121% +$153K 0.06% 148
2021
Q4 		$132K Buy
1,516
+91
+6% +$7.89K 0.03% 197
2021
Q3 		$125K Buy
1,425
+13
+0.9% +$1.14K 0.03% 197
2021
Q2 		$124K Buy
1,412
+15
+1% +$1.31K 0.03% 200
2021
Q1 		$122K Buy
1,397
+10
+0.7% +$870 0.03% 191
2020
Q4 		$121K Buy
1,387
+19
+1% +$1.63K 0.03% 181
2020
Q3 		$115K Buy
1,368
+12
+0.9% +$1.01K 0.03% 172
2020
Q2 		$111K Buy
1,356
+13
+1% +$1.05K 0.04% 167
2020
Q1 		$103K Buy
1,343
+1,036
+337% +$87.5K 0.04% 157
2019
Q4 		$27K Hold
307
– – 0.01% 301
2019
Q3 		$27K Hold
307
– – 0.01% 292
2019
Q2 		$27K Buy
307
+3
+1% +$259 0.01% 292
2019
Q1 		$26K Buy
304
+3
+1% +$255 0.01% 285
2018
Q4 		$24K Buy
+301
New +$25.2K 0.01% 281

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s HYG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 869 shares — an estimated $70.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HYG in Q4 2018 and held it in 24 quarters. The position peaked at $276K in Q1 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 869 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $70.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 24 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $276K in Q1 2022.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.