Level Four Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$655K Sell
8,227
-3
-0% -$241 0.02% 518
2025
Q4
$664K Buy
8,230
+45
+0.5% +$3.63K 0.02% 503
2025
Q3
$665K Buy
8,185
+83
+1% +$6.69K 0.02% 490
2025
Q2
$653K Sell
8,102
-300
-4% -$23.6K 0.02% 465
2025
Q1
$663K Buy
8,402
+10
+0.1% +$794 0.03% 443
2024
Q4
$660K Sell
8,392
-61
-0.7% -$4.84K 0.03% 438
2024
Q3
$669K Buy
8,453
+1,025
+14% +$80.6K 0.03% 443
2024
Q2
$573K Buy
7,428
+18
+0.2% +$1.38K 0.03% 456
2024
Q1
$573K Hold
7,410
0.03% 429
2023
Q4
$573K Sell
7,410
-861
-10% -$64.2K 0.03% 427
2023
Q3
$610K Buy
8,271
+98
+1% +$7.32K 0.04% 389
2023
Q2
$614K Sell
8,173
-799
-9% -$59.6K 0.04% 415
2023
Q1
$678K Buy
8,972
+33
+0.4% +$2.47K 0.04% 356
2022
Q4
$658K Buy
8,939
+2,296
+35% +$169K 0.05% 337
2022
Q3
$474K Buy
6,643
+20
+0.3% +$1.51K 0.05% 317
2022
Q2
$488K Sell
6,623
-1,496
-18% -$116K 0.05% 339
2022
Q1
$668K Sell
8,119
-558
-6% -$46.6K 0.05% 319
2021
Q4
$755K Buy
8,677
+1,931
+29% +$168K 0.06% 306
2021
Q3
$590K Sell
6,746
-2,987
-31% -$262K 0.06% 267
2021
Q2
$857K Sell
9,733
-1,562
-14% -$136K 0.06% 294
2021
Q1
$985K Sell
11,295
-96
-0.8% -$8.35K 0.08% 269
2020
Q4
$994K Buy
11,391
+13
+0.1% +$1.11K 0.08% 248
2020
Q3
$955K Sell
11,378
-6,740
-37% -$567K 0.07% 251
2020
Q2
$1.48M Buy
18,118
+5,445
+43% +$439K 0.11% 187
2020
Q1
$976K Buy
12,673
+1,741
+16% +$147K 0.12% 202
2019
Q4
$1.55M Buy
10,932
+3,077
+39% +$268K 0.06% 236
2019
Q3
$685K Buy
7,855
+185
+2% +$16.1K 0.07% 266
2019
Q2
$669K Sell
7,670
-214
-3% -$18.5K 0.07% 271
2019
Q1
$682K Buy
7,884
+2,451
+45% +$208K 0.08% 257
2018
Q4
$441K Buy
5,433
+185
+4% +$15.5K 0.06% 321
2018
Q3
$454K Sell
5,248
-742
-12% -$63.8K 0.05% 359
2018
Q2
$510K Buy
5,990
+463
+8% +$39.7K 0.04% 380
2018
Q1
$473K Sell
5,527
-1,064
-16% -$91.9K 0.04% 363
2017
Q4
$575K Sell
6,591
-217
-3% -$19K 0.04% 340
2017
Q3
$604K Buy
6,808
+2,502
+58% +$221K 0.05% 312
2017
Q2
$376K Hold
4,306
0.06% 309
2017
Q1
$376K Buy
4,306
+337
+8% +$29.4K 0.04% 364
2016
Q4
$344K Buy
+3,969
New +$342K 0.04% 344

Other funds holding HYG

Level Four Advisory Services's HYG Position: Q1 2026 in Review

Level Four Advisory Services reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.04% in Q1 2026, selling an estimated $241 and leaving 8,227 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #518.

Level Four Advisory Services first reported a position in HYG in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.55M in Q4 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Level Four Advisory Services held 8,227 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $655K as of Q1 2026.
  • Level Four Advisory Services sold 3 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $241.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #518 holding.
  • Level Four Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Level Four Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.55M in Q4 2019.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.