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

Mount Yale 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 Q1	$579K	Buy	+7,276	New	+$585K	0.01%	676
2025 Q3	–	Sell	-454	Closed	-$36.6K	–	1088
2025 Q2	$36.6K	Buy	+454	New	+$35.8K	﹤0.01%	900
2024 Q1	–	Sell	-2,915	Closed	-$226K	–	547
2023 Q4	$226K	Buy	+2,915	New	+$217K	0.02%	462
2023 Q1	–	Sell	-11,792	Closed	-$868K	–	502
2022 Q4	$868K	Buy	+11,792	New	+$869K	0.1%	212
2022 Q3	–	Sell	-2,720	Closed	-$200K	–	461
2022 Q2	$200K	Buy	+2,720	New	+$211K	0.03%	442
2021 Q3	–	Sell	-3,162	Closed	-$278K	–	475
2021 Q2	$278K	Sell	3,162 -550	-15%	-$48K	0.03%	336
2021 Q1	$324K	Buy	3,712 +342	+10%	+$29.8K	0.04%	297
2020 Q4	$294K	Buy	3,370 +547	+19%	+$46.8K	0.04%	302
2020 Q3	$237K	Buy	+2,823	New	+$238K	0.03%	302
2018 Q4	–	Sell	-474	Closed	-$40K	–	516
2018 Q3	$40K	Hold	474	–	–	0.01%	648
2018 Q2	$40K	Hold	474	–	–	0.01%	673
2018 Q1	$41K	Buy	+474	New	+$41K	0.01%	652

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 $6.73T AUM 46.02% 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 $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OTPPB

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mount Yale Investment Advisors's HYG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026: 7,276 shares worth $579K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HYG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HYG in Q1 2018 and has held it in 12 quarters since. The position peaked at $868K in Q4 2022. 980 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Mount Yale Investment Advisors held 7,276 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $579K as of Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #676 holding.
Mount Yale Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and has held it in 12 quarters since.
Mount Yale Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $868K in Q4 2022.
980 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.