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

New World 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	$210K	Sell	2,639 -1,543	-37%	-$124K	0.04%	78
2025 Q4	$337K	Sell	4,182 -630	-13%	-$50.8K	0.06%	53
2025 Q3	$391K	Sell	4,812 -23	-0.5%	-$1.85K	0.07%	46
2025 Q2	$390K	Buy	4,835 +17	+0.4%	+$1.34K	0.08%	44
2025 Q1	$380K	Sell	4,818 -3,256	-40%	-$258K	0.09%	50
2024 Q4	$635K	Buy	8,074 +2,892	+56%	+$230K	0.15%	23
2024 Q3	$416K	Sell	5,182 -277	-5%	-$21.8K	0.11%	36
2024 Q2	$421K	Sell	5,459 -17,063	-76%	-$1.31M	0.12%	31
2024 Q1	$1.75M	Buy	22,522 +2,683	+14%	+$207K	0.51%	11
2023 Q4	$1.54M	Buy	+19,839	New	+$1.48M	0.47%	12

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 World Advisors's HYG Position: Q1 2026 in Review

New World Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 37% in Q1 2026, selling an estimated $124K and leaving 2,639 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #78.

New World Advisors first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.75M in Q1 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

New World Advisors held 2,639 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $210K as of Q1 2026.
New World Advisors sold 1,543 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $124K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of New World Advisors's portfolio in Q1 2026, its #78 holding.
New World Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
New World Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.75M in Q1 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.