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

NewEdge Wealth’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	$243K	Buy	3,049 +46	+2%	+$3.7K	﹤0.01%	1024
2025 Q4	$242K	Buy	3,003 +31	+1%	+$2.5K	﹤0.01%	1099
2025 Q3	$238K	Sell	2,972 -33	-1%	-$2.66K	﹤0.01%	939
2025 Q2	$241K	Sell	3,005 -175	-6%	-$13.8K	﹤0.01%	887
2025 Q1	$251K	Sell	3,180 -1,000	-24%	-$79.4K	﹤0.01%	813
2024 Q4	$329K	Sell	4,180 -76	-2%	-$6.03K	0.01%	733
2024 Q3	$342K	Sell	4,256 -1,108	-21%	-$87.2K	0.01%	697
2024 Q2	$414K	Sell	5,364 -625	-10%	-$48.1K	0.01%	587
2024 Q1	$460K	Sell	5,989 -908	-13%	-$70.2K	0.01%	579
2023 Q4	$534K	Sell	6,897 -3,594	-34%	-$268K	0.01%	499
2023 Q3	$773K	Sell	10,491 -554	-5%	-$41.4K	0.02%	394
2023 Q2	$829K	Buy	11,045 +2,522	+30%	+$188K	0.03%	378
2023 Q1	$644K	Sell	8,523 -3,159	-27%	-$237K	0.02%	379
2022 Q4	$860K	Sell	11,682 -9,409	-45%	-$694K	0.04%	307
2022 Q3	$1.51M	Sell	21,091 -5,745	-21%	-$434K	0.07%	228
2022 Q2	$1.98M	Sell	26,836 -27,642	-51%	-$2.15M	0.09%	192
2022 Q1	$4.48M	Sell	54,478 -16,079	-23%	-$1.34M	0.2%	115
2021 Q4	$6.14M	Buy	70,557 +46,508	+193%	+$4.04M	0.26%	97
2021 Q3	$2.1M	Buy	24,049 +1,817	+8%	+$159K	0.13%	123
2021 Q2	$1.96M	Buy	22,232 +687	+3%	+$60K	0.15%	131
2021 Q1	$1.88M	Buy	21,545 +4,899	+29%	+$426K	0.19%	110
2020 Q4	$1.45M	Buy	+16,646	New	+$1.43M	0.45%	66

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 Wealth's HYG Position: Q1 2026 in Review

NewEdge Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.5% in Q1 2026, buying an estimated $3.7K and bringing the position to 3,049 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

NewEdge Wealth first reported a position in HYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.14M in Q4 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

NewEdge Wealth held 3,049 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $243K as of Q1 2026.
NewEdge Wealth bought 46 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1024 holding.
NewEdge Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
NewEdge Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.14M in Q4 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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