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

Meridian 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	$3.45M	Buy	43,389 +6,882	+19%	+$554K	0.12%	163
2025 Q4	$2.94M	Buy	36,507 +4,368	+14%	+$352K	0.1%	172
2025 Q3	$2.61M	Sell	32,139 -369	-1%	-$29.7K	0.1%	182
2025 Q2	$2.62M	Buy	32,508 +983	+3%	+$77.4K	0.11%	173
2025 Q1	$2.49M	Buy	31,525 +310	+1%	+$24.6K	0.12%	165
2024 Q4	$2.46M	Buy	31,215 +13,667	+78%	+$1.08M	0.12%	169
2024 Q3	$1.41M	Buy	+17,548	New	+$1.38M	0.07%	222
2024 Q1	–	Sell	-3,349	Closed	-$259K	–	336
2023 Q4	$259K	Sell	3,349 -3,105	-48%	-$231K	0.02%	527
2023 Q3	$476K	Buy	6,454 +3,247	+101%	+$242K	0.03%	377
2023 Q2	$241K	Sell	3,207 -122	-4%	-$9.1K	0.02%	483
2023 Q1	$252K	Buy	+3,329	New	+$249K	0.02%	465
2022 Q3	–	Sell	-8,581	Closed	-$632K	–	526
2022 Q2	$632K	Buy	+8,581	New	+$667K	0.05%	303
2019 Q3	–	Sell	-1,485	Closed	-$1.29K	–	308
2019 Q2	$1.29K	Buy	+1,485	New	+$128K	0.05%	252

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

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

Meridian Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 19% in Q1 2026, buying an estimated $554K and bringing the position to 43,389 shares worth $3.45M. The position accounts for 0.12% of the portfolio, ranked #163.

Meridian Wealth Management first reported a position in HYG in Q2 2019 and has held it in 13 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Meridian Wealth Management held 43,389 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.45M as of Q1 2026.
Meridian Wealth Management bought 6,882 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $554K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #163 holding.
Meridian Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 13 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.