Midwest Trust’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Midwest Trust’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	$1.26M	Sell	15,802 -401	-2%	-$32.3K	0.02%	330
2025 Q4	$1.31M	Buy	16,203 +924	+6%	+$74.5K	0.02%	318
2025 Q3	$1.24M	Hold	15,279	–	–	0.02%	321
2025 Q2	$1.23M	Buy	+15,279	New	+$1.2M	0.02%	319

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

Midwest Trust's HYG Position: Q1 2026 in Review

Midwest Trust reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.5% in Q1 2026, selling an estimated $32.3K and leaving 15,802 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #330.

Midwest Trust first reported a position in HYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Midwest Trust held 15,802 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.26M as of Q1 2026.
Midwest Trust sold 401 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $32.3K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #330 holding.
Midwest Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Midwest Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.31M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.