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

Madison 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	$215K	Buy	2,700 +55	+2%	+$4.42K	0.03%	206
2025 Q4	$213K	Sell	2,645 -89	-3%	-$7.17K	0.04%	187
2025 Q3	$222K	Sell	2,734 -542	-17%	-$43.7K	0.04%	165
2025 Q2	$264K	Sell	3,276 -244	-7%	-$19.2K	0.06%	138
2025 Q1	$278K	Sell	3,520 -46	-1%	-$3.65K	0.07%	120
2024 Q4	$280K	Sell	3,566 -111	-3%	-$8.81K	0.08%	123
2024 Q3	$295K	Sell	3,677 -92	-2%	-$7.24K	0.09%	116
2024 Q2	$291K	Buy	3,769 +892	+31%	+$68.6K	0.1%	100
2024 Q1	$224K	Hold	2,877	–	–	0.08%	115
2023 Q4	$223K	Sell	2,877 -56	-2%	-$4.17K	0.09%	108
2023 Q3	$216K	Sell	2,933 -2,814	-49%	-$210K	0.11%	86
2023 Q2	$431K	Sell	5,747 -142	-2%	-$10.6K	0.2%	48
2023 Q1	$445K	Buy	5,889 +2,485	+73%	+$186K	0.22%	46
2022 Q4	$251K	Sell	3,404 -941	-22%	-$69.4K	0.15%	67
2022 Q3	$310K	Sell	4,345 -358	-8%	-$27.1K	0.2%	53
2022 Q2	$346K	Buy	4,703 +944	+25%	+$73.4K	0.22%	51
2022 Q1	$309K	Sell	3,759 -315	-8%	-$26.3K	0.17%	53
2021 Q4	$354K	Buy	4,074 +104	+3%	+$9.02K	0.18%	48
2021 Q3	$347K	Sell	3,970 -92	-2%	-$8.07K	0.2%	45
2021 Q2	$358K	Sell	4,062 -75,187	-95%	-$6.56M	0.21%	45
2021 Q1	$6.92M	Sell	79,249 -632	-0.8%	-$55K	4.87%	6
2020 Q4	$6.97M	Buy	+79,881	New	+$6.84M	4.68%	6

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

Madison Wealth Partners's HYG Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.1% in Q1 2026, buying an estimated $4.42K and bringing the position to 2,700 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #206.

Madison Wealth Partners first reported a position in HYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.97M in Q4 2020. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Madison Wealth Partners held 2,700 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $215K as of Q1 2026.
Madison Wealth Partners bought 55 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.42K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Madison Wealth Partners's portfolio in Q1 2026, its #206 holding.
Madison Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Madison Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.97M in Q4 2020.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.