Moneta Group Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Moneta Group Investment 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 Q2	$262K	Sell	3,278 -303	-8%	-$24.2K	﹤0.01%	732
2026 Q1	$285K	Sell	3,581 -308	-8%	-$24.8K	﹤0.01%	641
2025 Q4	$314K	Buy	3,889 +232	+6%	+$18.7K	﹤0.01%	620
2025 Q3	$297K	Sell	3,657 -310	-8%	-$25K	﹤0.01%	625
2025 Q2	$320K	Sell	3,967 -1,153	-23%	-$90.8K	﹤0.01%	545
2025 Q1	$404K	Buy	5,120 +934	+22%	+$74.1K	0.01%	463
2024 Q4	$329K	Buy	4,186 +1,626	+64%	+$129K	﹤0.01%	512
2024 Q3	$206K	Sell	2,560 -479	-16%	-$37.7K	﹤0.01%	609
2024 Q2	$234K	Buy	3,039 +165	+6%	+$12.7K	﹤0.01%	546
2024 Q1	$223K	Sell	2,874 -1,548	-35%	-$120K	﹤0.01%	556
2023 Q4	$342K	Buy	+4,422	New	+$330K	0.01%	413
2023 Q3	–	Sell	-3,830	Closed	-$288K	–	549
2023 Q2	$288K	Hold	3,830	–	–	0.01%	432
2023 Q1	$289K	Buy	3,830 +94	+3%	+$7.04K	0.01%	416
2022 Q4	$284K	Buy	+3,736	New	+$275K	0.01%	380
2022 Q2	–	Sell	-2,686	Closed	-$221K	–	485
2022 Q1	$221K	Buy	2,686 +2,542	+1,765%	+$213K	0.01%	406
2021 Q4	$256K	Sell	144 -3,045	-95%	-$264K	0.01%	415
2021 Q3	$279K	Buy	3,189 +31	+1%	+$2.72K	0.01%	373
2021 Q2	$278K	Buy	3,158 +508	+19%	+$44.3K	0.01%	378
2021 Q1	$231K	Buy	+2,650	New	+$231K	0.01%	380
2018 Q4	–	Sell	-814	Closed	-$70K	–	227
2018 Q3	$70K	Sell	814 -1	-0.1%	-$86	0.01%	230
2018 Q2	$69K	Buy	815 +105	+15%	+$8.99K	0.01%	297
2018 Q1	$61K	Hold	710	–	–	0.01%	304
2017 Q4	$62K	Buy	+710	New	+$62.3K	0.01%	264
2015 Q4	–	Sell	-1,621	Closed	-$135K	–	265
2015 Q3	$135K	Buy	+1,621	New	+$140K	0.04%	155

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Moneta Group Investment Advisors's HYG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.5% in Q2 2026, selling an estimated $24.2K and leaving 3,278 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Moneta Group Investment Advisors first reported a position in HYG in Q3 2015 and has held it in 24 quarters since. The position peaked at $404K in Q1 2025. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Moneta Group Investment Advisors held 3,278 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $262K as of Q2 2026.
Moneta Group Investment Advisors sold 303 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #732 holding.
Moneta Group Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2015 and has held it in 24 quarters since.
Moneta Group Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $404K in Q1 2025.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.