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

ORG Wealth 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	$14.1K	Hold	177	–	–	﹤0.01%	461
2025 Q4	$14.3K	Hold	177	–	–	﹤0.01%	443
2025 Q3	$14.4K	Hold	177	–	–	﹤0.01%	438
2025 Q2	$14.3K	Hold	177	–	–	﹤0.01%	464
2025 Q1	$14K	Buy	177 +121	+216%	+$9.6K	﹤0.01%	499
2024 Q4	$4.4K	Hold	56	–	–	﹤0.01%	426
2024 Q3	$4.5K	Buy	+56	New	+$4.41K	﹤0.01%	408

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

ORG Wealth Partners's HYG Position: Q1 2026 in Review

ORG Wealth Partners held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 177 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

ORG Wealth Partners first reported a position in HYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.4K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

ORG Wealth Partners held 177 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $14.1K as of Q1 2026.
ORG Wealth Partners left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #461 holding.
ORG Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
ORG Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $14.4K in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.