Money Concepts Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Money Concepts Capital’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	–	Sell	-7,602	Closed	-$613K	–	585
2025 Q4	$613K	Buy	7,602 +3,528	+87%	+$284K	0.03%	316
2025 Q3	$331K	Buy	+4,074	New	+$328K	0.02%	376
2024 Q1	–	Sell	-490	Closed	-$37.9K	–	393
2023 Q4	$37.9K	Buy	+490	New	+$36.5K	﹤0.01%	381
2023 Q2	–	Sell	-97,101	Closed	-$766K	–	405
2023 Q1	$766K	Buy	97,101 +82,635	+571%	+$6.19M	0.04%	251
2022 Q4	$1.07M	Buy	14,466 +3,618	+33%	+$267K	0.05%	282
2022 Q3	$774K	Sell	10,848 -9,976	-48%	-$754K	0.05%	255
2022 Q2	$1.54M	Sell	20,824 -12,629	-38%	-$982K	0.14%	161
2022 Q1	$2.75M	Buy	33,453 +17,087	+104%	+$1.43M	0.16%	150
2021 Q4	$1.42M	Buy	+16,366	New	+$1.42M	0.12%	168
2021 Q1	$1.17M	Sell	13,434 -13,091	-49%	-$1.14M	0.09%	199
2020 Q4	$2.32M	Buy	+26,525	New	+$2.27M	0.21%	111

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

Money Concepts Capital's HYG Position: Q1 2026 in Review

Money Concepts Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 7,602 shares — an estimated $613K sold.

Money Concepts Capital first reported a position in HYG in Q4 2020 and held it in 11 quarters. The position peaked at $2.75M in Q1 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Money Concepts Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Money Concepts Capital sold 7,602 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $613K.
Money Concepts Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Money Concepts Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.75M in Q1 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.