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

&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	$3.52M	Buy	44,201 +12,972	+42%	+$1.04M	0.02%	656
2025 Q4	$2.52M	Buy	31,229 +456	+1%	+$36.8K	0.01%	755
2025 Q3	$2.5M	Buy	30,773 +5,835	+23%	+$470K	0.02%	668
2025 Q2	$1.99M	Buy	24,938 +6,041	+32%	+$476K	0.02%	671
2025 Q1	$1.49M	Sell	18,897 -4,199	-18%	-$333K	0.02%	656
2024 Q4	$1.82M	Buy	23,096 +8,476	+58%	+$673K	0.02%	530
2024 Q3	$1.17M	Buy	14,620 +10,687	+272%	+$841K	0.02%	514
2024 Q2	$303K	Buy	+3,933	New	+$302K	0.01%	713

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

&Partners's HYG Position: Q1 2026 in Review

&Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 42% in Q1 2026, buying an estimated $1.04M and bringing the position to 44,201 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #656.

&Partners first reported a position in HYG in Q2 2024 and has held it in 8 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

&Partners held 44,201 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.52M as of Q1 2026.
&Partners bought 12,972 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.04M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #656 holding.
&Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.