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Legacy Capital Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Legacy Capital Wealth Partners’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
-2,574
Closed -$208K – 405
2025
Q4 		$208K Sell
2,574
-1,657
-39% -$134K 0.04% 359
2025
Q3 		$343K Buy
+4,231
New +$341K 0.07% 290

Other funds holding HYG

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CCMG
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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

Legacy Capital Wealth Partners's HYG Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 2,574 shares — an estimated $208K sold.

Legacy Capital Wealth Partners first reported a position in HYG in Q3 2025 and held it in 2 quarters. The position peaked at $343K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,574 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $208K.
  • Legacy Capital Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $343K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.