New England Private Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

New England Private 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 Q1	$349K	Hold	4,389	–	–	0.04%	151
2025 Q4	$354K	Hold	4,389	–	–	0.04%	141
2025 Q3	$356K	Buy	+4,389	New	+$354K	0.05%	140

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

New England Private Wealth Advisors's HYG Position: Q1 2026 in Review

New England Private Wealth Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 4,389 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #151.

New England Private Wealth Advisors first reported a position in HYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $356K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

New England Private Wealth Advisors held 4,389 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $349K as of Q1 2026.
New England Private Wealth Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q1 2026, its #151 holding.
New England Private Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
New England Private Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $356K in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.