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

Modera 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	$346K	Sell	4,355 -254	-6%	-$20.4K	﹤0.01%	509
2025 Q4	$372K	Sell	4,609 -8	-0.2%	-$645	﹤0.01%	507
2025 Q3	$375K	Buy	4,617 +4	+0.1%	+$322	﹤0.01%	502
2025 Q2	$372K	Sell	4,613 -13	-0.3%	-$1.02K	﹤0.01%	495
2025 Q1	$365K	Buy	4,626 +18	+0.4%	+$1.43K	﹤0.01%	479
2024 Q4	$362K	Buy	4,608 +205	+5%	+$16.3K	﹤0.01%	484
2024 Q3	$354K	Sell	4,403 -9	-0.2%	-$708	﹤0.01%	462
2024 Q2	$340K	Buy	4,412 +173	+4%	+$13.3K	0.01%	454
2024 Q1	$329K	Buy	+4,239	New	+$328K	0.01%	465
2023 Q4	–	Sell	-3,012	Closed	-$222K	–	539
2023 Q3	$222K	Buy	+3,012	New	+$225K	﹤0.01%	501
2022 Q2	–	Sell	-3,657	Closed	-$301K	–	351
2022 Q1	$301K	Sell	3,657 -1,043	-22%	-$87.2K	0.01%	282
2021 Q4	$409K	Buy	4,700 +502	+12%	+$43.6K	0.02%	322
2021 Q3	$367K	Buy	4,198 +1,725	+70%	+$151K	0.02%	179
2021 Q2	$218K	Buy	2,473 +22	+0.9%	+$1.92K	0.01%	228
2021 Q1	$213K	Buy	+2,451	New	+$213K	0.01%	215
2015 Q1	–	Sell	-2,405	Closed	-$216K	–	89
2014 Q4	$216K	Buy	2,405 +159	+7%	+$14.5K	0.08%	81
2014 Q3	$207K	Buy	+2,246	New	+$210K	0.09%	78
2014 Q1	–	Sell	-6,549	Closed	-$478K	–	75
2013 Q4	$478K	Buy	+6,549	New	+$608K	0.18%	48

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

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

Modera Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.5% in Q1 2026, selling an estimated $20.4K and leaving 4,355 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Modera Wealth Management first reported a position in HYG in Q4 2013 and has held it in 18 quarters since. The position peaked at $478K in Q4 2013. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Modera Wealth Management held 4,355 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $346K as of Q1 2026.
Modera Wealth Management sold 254 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $20.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #509 holding.
Modera Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and has held it in 18 quarters since.
Modera Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $478K in Q4 2013.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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