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

MorganRosel 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	$3.24M	Sell	40,707 -18,544	-31%	-$1.49M	1.28%	24
2025 Q4	$4.78M	Buy	59,251 +4,753	+9%	+$383K	1.2%	24
2025 Q3	$4.42M	Buy	54,498 +2,206	+4%	+$178K	1.15%	23
2025 Q2	$4.22M	Buy	52,292 +5,597	+12%	+$441K	1.15%	23
2025 Q1	$3.68M	Buy	46,695 +13,904	+42%	+$1.1M	1.12%	24
2024 Q4	$2.58M	Buy	32,791 +1,302	+4%	+$103K	0.85%	27
2024 Q3	$2.53M	Buy	31,489 +559	+2%	+$44K	0.83%	25
2024 Q2	$2.39M	Sell	30,930 -1,150	-4%	-$88.4K	0.84%	26
2024 Q1	$2.49M	Buy	32,080 +11,731	+58%	+$907K	0.89%	25
2023 Q4	$1.57M	Buy	20,349 +6,317	+45%	+$471K	0.61%	31
2023 Q3	$1.03M	Buy	14,032 +294	+2%	+$22K	0.43%	37
2023 Q2	$1.03M	Buy	13,738 +954	+7%	+$71.2K	0.42%	39
2023 Q1	$966K	Buy	12,784 +1,542	+14%	+$116K	0.41%	45
2022 Q4	$828K	Buy	11,242 +2,743	+32%	+$202K	0.38%	56
2022 Q3	$607K	Buy	8,499 +3,369	+66%	+$255K	0.3%	59
2022 Q2	$378K	Buy	+5,130	New	+$399K	0.2%	78
2020 Q4	–	Sell	-11,694	Closed	-$981K	–	76
2020 Q3	$981K	Sell	11,694 -78	-0.7%	-$6.57K	0.79%	23
2020 Q2	$961K	Buy	11,772 +2,165	+23%	+$174K	0.89%	18
2020 Q1	$740K	Sell	9,607 -7,965	-45%	-$673K	0.84%	21
2019 Q4	$1.54M	Buy	17,572 +156	+0.9%	+$13.6K	1.17%	18
2019 Q3	$1.52M	Buy	+17,416	New	+$1.51M	1.25%	16

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

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

MorganRosel Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 31% in Q1 2026, selling an estimated $1.49M and leaving 40,707 shares worth $3.24M. The position accounts for 1.28% of the portfolio, ranked #24.

MorganRosel Wealth Management first reported a position in HYG in Q3 2019 and has held it in 21 quarters since. The position peaked at $4.78M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

MorganRosel Wealth Management held 40,707 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.24M as of Q1 2026.
MorganRosel Wealth Management sold 18,544 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.49M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.28% of MorganRosel Wealth Management's portfolio in Q1 2026, its #24 holding.
MorganRosel Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and has held it in 21 quarters since.
MorganRosel Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.78M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.