Moss Adams Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Moss Adams Wealth 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	$5M	Buy	62,519 +13,032	+26%	+$1.04M	0.31%	29
2026 Q1	$3.94M	Buy	49,487 +4,759	+11%	+$383K	0.29%	28
2025 Q4	$3.61M	Buy	44,728 +5,524	+14%	+$445K	0.26%	31
2025 Q3	$3.18M	Sell	39,204 -14,025	-26%	-$1.13M	0.25%	34
2025 Q2	$4.29M	Buy	53,229 +40,568	+320%	+$3.2M	0.39%	27
2025 Q1	$999K	Buy	12,661 +1,730	+16%	+$137K	0.11%	67
2024 Q4	$860K	Buy	10,931 +1,524	+16%	+$121K	0.09%	71
2024 Q3	$755K	Buy	9,407 +381	+4%	+$30K	0.08%	70
2024 Q2	$696K	Sell	9,026 -12,707	-58%	-$977K	0.1%	62
2024 Q1	$1.69M	Sell	21,733 -14,301	-40%	-$1.11M	0.27%	35
2023 Q4	$2.79M	Buy	36,034 +34,296	+1,973%	+$2.56M	0.58%	20
2023 Q3	$128K	Sell	1,738 -3,285	-65%	-$245K	0.04%	101
2023 Q2	$377K	Buy	5,023 +4,392	+696%	+$328K	0.12%	55
2023 Q1	$47.7K	Sell	631 -19,669	-97%	-$1.47M	0.02%	111
2022 Q4	$1.49M	Buy	+20,300	New	+$1.5M	0.75%	25

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

Moss Adams Wealth Advisors's HYG Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 26% in Q2 2026, buying an estimated $1.04M and bringing the position to 62,519 shares worth $5M. The position accounts for 0.31% of the portfolio, ranked #29.

Moss Adams Wealth Advisors first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Moss Adams Wealth Advisors held 62,519 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $5M as of Q2 2026.
Moss Adams Wealth Advisors bought 13,032 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.04M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.31% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Moss Adams Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.