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

NewEdge 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	$835K	Sell	10,494 -16,045	-60%	-$1.29M	﹤0.01%	1611
2025 Q4	$2.14M	Buy	26,539 +14,061	+113%	+$1.13M	0.01%	1039
2025 Q3	$1.01M	Buy	12,478 +2,436	+24%	+$196K	﹤0.01%	1397
2025 Q2	$810K	Sell	10,042 -7,086	-41%	-$558K	﹤0.01%	1408
2025 Q1	$1.35M	Buy	17,128 +9,708	+131%	+$771K	0.01%	1026
2024 Q4	$584K	Sell	7,420 -7,471	-50%	-$593K	﹤0.01%	1448
2024 Q3	$1.2M	Buy	14,891 +2,053	+16%	+$162K	0.01%	1020
2024 Q2	$990K	Sell	12,838 -11,597	-47%	-$892K	0.01%	1074
2024 Q1	$1.9M	Sell	24,435 -167	-0.7%	-$12.9K	0.02%	716
2023 Q4	$1.9M	Buy	24,602 +288	+1%	+$21.5K	0.02%	685
2023 Q3	$1.79M	Buy	24,314 +5,603	+30%	+$418K	0.02%	637
2023 Q2	$1.4M	Buy	18,711 +3,761	+25%	+$281K	0.02%	718
2023 Q1	$1.12M	Sell	14,950 -3,743	-20%	-$280K	0.01%	745
2022 Q4	$934K	Buy	18,693 +965	+5%	+$71.1K	0.03%	528
2022 Q3	$1.27M	Sell	17,728 -6,033	-25%	-$456K	0.02%	560
2022 Q2	$1.75M	Buy	23,761 +507	+2%	+$39.4K	0.03%	473
2022 Q1	$1.91M	Sell	23,254 -4,301	-16%	-$360K	0.03%	435
2021 Q4	$2.4M	Buy	27,555 +14,257	+107%	+$1.24M	0.04%	395
2021 Q3	$1.16M	Sell	13,298 -17,001	-56%	-$1.49M	0.03%	473
2021 Q2	$2.67M	Sell	30,299 -3,030	-9%	-$265K	0.07%	256
2021 Q1	$2.91M	Buy	33,329 +8,281	+33%	+$720K	0.09%	222
2020 Q4	$2.19M	Buy	25,048 +4,017	+19%	+$344K	0.07%	243
2020 Q3	$1.76M	Buy	21,031 +1,445	+7%	+$122K	0.06%	263
2020 Q2	$1.6M	Buy	19,586 +3,297	+20%	+$266K	0.06%	254
2020 Q1	$1.25M	Sell	16,289 -20,314	-55%	-$1.72M	0.06%	267
2019 Q4	$3.22M	Buy	36,603 +17,796	+95%	+$1.55M	0.13%	173
2019 Q3	$1.64M	Buy	18,807 +2,649	+16%	+$230K	0.07%	253
2019 Q2	$1.41M	Buy	16,158 +112	+0.7%	+$9.67K	0.09%	225
2019 Q1	$1.39M	Sell	16,046 -28	-0.2%	-$2.38K	0.09%	228
2018 Q4	$1.3K	Sell	16,074 -6,065	-27%	-$508K	0.08%	209
2018 Q3	$1.91M	Buy	22,139 +2,537	+13%	+$218K	0.15%	146
2018 Q2	$1.66K	Buy	19,602 +1,736	+10%	+$149K	0.15%	144
2018 Q1	$1.52M	Buy	17,866 +11,450	+178%	+$989K	0.17%	133
2017 Q4	$564K	Buy	6,416 +3,023	+89%	+$265K	0.08%	219
2017 Q3	$300K	Buy	3,393 +2,028	+149%	+$179K	0.05%	280
2017 Q2	$120K	Buy	+1,365	New	+$120K	0.02%	382
2015 Q4	–	Sell	-3,891	Closed	-$325K	–	58
2015 Q3	$325K	Sell	3,891 -68	-2%	-$5.89K	0.35%	49
2015 Q2	$352K	Buy	+3,959	New	+$358K	0.3%	60

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

NewEdge Advisors's HYG Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 60% in Q1 2026, selling an estimated $1.29M and leaving 10,494 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

NewEdge Advisors first reported a position in HYG in Q2 2015 and has held it in 38 quarters since. The position peaked at $3.22M in Q4 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

NewEdge Advisors held 10,494 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $835K as of Q1 2026.
NewEdge Advisors sold 16,045 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.29M.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1611 holding.
NewEdge Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2015 and has held it in 38 quarters since.
NewEdge Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.22M in Q4 2019.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.