Lionshead Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lionshead Wealth Management’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	$551K	Sell	6,929 -916	-12%	-$73.7K	0.41%	56
2025 Q4	$633K	Sell	7,845 -1,248	-14%	-$101K	0.48%	54
2025 Q3	$738K	Sell	9,093 -3,384	-27%	-$273K	0.59%	46
2025 Q2	$1.01M	Sell	12,477 -1,246	-9%	-$98.2K	0.93%	35
2025 Q1	$1.08M	Sell	13,723 -46,590	-77%	-$3.7M	1.12%	29
2024 Q4	$4.74M	Buy	+60,313	New	+$4.79M	3.43%	5

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

Lionshead Wealth Management's HYG Position: Q1 2026 in Review

Lionshead Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 12% in Q1 2026, selling an estimated $73.7K and leaving 6,929 shares worth $551K. The position accounts for 0.41% of the portfolio, ranked #56.

Lionshead Wealth Management first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.74M in Q4 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Lionshead Wealth Management held 6,929 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $551K as of Q1 2026.
Lionshead Wealth Management sold 916 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $73.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.41% of Lionshead Wealth Management's portfolio in Q1 2026, its #56 holding.
Lionshead Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.74M in Q4 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.