Narus Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Narus Financial Partners’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	$906K	Sell	11,392 -190	-2%	-$15.3K	0.24%	67
2025 Q4	$934K	Sell	11,582 -46	-0.4%	-$3.71K	0.26%	62
2025 Q3	$944K	Buy	11,628 +721	+7%	+$58.1K	0.26%	63
2025 Q2	$880K	Sell	10,907 -2,599	-19%	-$205K	0.27%	58
2025 Q1	$1.07M	Sell	13,506 -649	-5%	-$51.5K	0.36%	45
2024 Q4	$1.11M	Buy	14,155 +1,971	+16%	+$156K	0.38%	45
2024 Q3	$978K	Buy	12,184 +576	+5%	+$45.3K	0.35%	56
2024 Q2	$895K	Buy	11,608 +1,087	+10%	+$83.6K	0.36%	55
2024 Q1	$818K	Buy	10,521 +140	+1%	+$10.8K	0.35%	58
2023 Q4	$803K	Sell	10,381 -331	-3%	-$24.7K	0.39%	56
2023 Q3	$790K	Buy	10,712 +155	+1%	+$11.6K	0.41%	46
2023 Q2	$793K	Buy	10,557 +1	+0%	+$75	0.41%	47
2023 Q1	$798K	Buy	10,556 +1,313	+14%	+$98.4K	0.43%	43
2022 Q4	$681K	Buy	9,243 +3,941	+74%	+$291K	0.39%	44
2022 Q3	$379K	Buy	5,302 +804	+18%	+$60.8K	0.24%	69
2022 Q2	$331K	Sell	4,498 -4,457	-50%	-$347K	0.21%	73
2022 Q1	$737K	Buy	+8,955	New	+$749K	0.41%	44
2021 Q1	$550K	Buy	+6,310	New	+$549K	0.33%	44
2019 Q4	$579K	Buy	6,584 +1,403	+27%	+$122K	0.41%	30
2019 Q3	$452K	Buy	5,181 +1,854	+56%	+$161K	0.33%	35
2019 Q2	$290K	Buy	+3,327	New	+$287K	0.22%	52
2017 Q3	$311K	Hold	3,500	–	–	0.27%	57
2017 Q2	$309K	Hold	3,500	–	–	0.29%	50
2017 Q1	$307K	Sell	3,500 -598	-15%	-$52.2K	0.3%	45
2016 Q4	$355K	Buy	+4,098	New	+$353K	0.37%	40

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

Narus Financial Partners's HYG Position: Q1 2026 in Review

Narus Financial Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.6% in Q1 2026, selling an estimated $15.3K and leaving 11,392 shares worth $906K. The position accounts for 0.24% of the portfolio, ranked #67.

Narus Financial Partners first reported a position in HYG in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.11M in Q4 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Narus Financial Partners held 11,392 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $906K as of Q1 2026.
Narus Financial Partners sold 190 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $15.3K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.24% of Narus Financial Partners's portfolio in Q1 2026, its #67 holding.
Narus Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 25 quarters since.
Narus Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.11M in Q4 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.