Measured Wealth Private Client Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Measured Wealth Private Client Group’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	-23	Closed	-$1.85K	–	749
2025 Q4	$1.85K	Sell	23 -37	-62%	-$2.98K	﹤0.01%	650
2025 Q3	$4.87K	Buy	+60	New	+$4.83K	﹤0.01%	602
2018 Q4	–	Sell	-968	Closed	-$84K	–	377
2018 Q3	$84K	Buy	+968	New	+$83.2K	0.05%	261

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

Measured Wealth Private Client Group's HYG Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 23 shares — an estimated $1.85K sold.

Measured Wealth Private Client Group first reported a position in HYG in Q3 2018 and held it in 3 quarters. The position peaked at $84K in Q3 2018. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Measured Wealth Private Client Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 23 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.85K.
Measured Wealth Private Client Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $84K in Q3 2018.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.