Medallion Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Medallion Wealth Advisors’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	$89.2K	Buy	1,122 +8	+0.7%	+$643	0.03%	377
2025 Q4	$89.6K	Buy	1,114 +51	+5%	+$4.11K	0.03%	371
2025 Q3	$86.3K	Buy	1,063 +151	+17%	+$12.2K	0.03%	374
2025 Q2	$73K	Sell	912 -6	-0.7%	-$473	0.03%	398
2025 Q1	$72.3K	Sell	918 -220	-19%	-$17.5K	0.03%	360
2024 Q4	$89.4K	Buy	+1,138	New	+$90.3K	0.04%	321

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

Medallion Wealth Advisors's HYG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.72% in Q1 2026, buying an estimated $643 and bringing the position to 1,122 shares worth $89.2K. The position accounts for 0.03% of the portfolio, ranked #377.

Medallion Wealth Advisors first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $89.6K in Q4 2025. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Medallion Wealth Advisors held 1,122 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $89.2K as of Q1 2026.
Medallion Wealth Advisors bought 8 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $643.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #377 holding.
Medallion Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $89.6K in Q4 2025.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.