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Patriot Financial Group Insurance Agency’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$368K Sell
4,607
-2,665
-37% -$213K 0.04% 362
2026
Q1 		$579K Buy
7,272
+1,543
+27% +$124K 0.03% 404
2025
Q4 		$462K Sell
5,729
-1
-0% -$81 0.06% 304
2025
Q3 		$465K Buy
+5,730
New +$462K 0.06% 301
2025
Q1 		– Sell
-2,954
Closed -$232K – 509
2024
Q4 		$232K Sell
2,954
-355
-11% -$28.2K 0.03% 417
2024
Q3 		$266K Sell
3,309
-411
-11% -$32.3K 0.04% 413
2024
Q2 		$287K Sell
3,720
-514
-12% -$39.5K 0.04% 385
2024
Q1 		$329K Buy
+4,234
New +$327K 0.05% 341
2022
Q4 		– Sell
-12,713
Closed -$908K – 439
2022
Q3 		$908K Sell
12,713
-3,950
-24% -$299K 0.22% 115
2022
Q2 		$1.01M Buy
16,663
+7,994
+92% +$622K 0.2% 103
2022
Q1 		$713K Buy
8,669
+1,075
+14% +$89.9K 0.13% 182
2021
Q4 		$661K Buy
7,594
+2,911
+62% +$253K 0.11% 191
2021
Q3 		$410K Buy
4,683
+4,181
+833% +$367K 0.07% 276
2021
Q2 		$44K Sell
502
-659
-57% -$57.5K 0.01% 881
2021
Q1 		$101K Buy
1,161
+87
+8% +$7.57K 0.02% 555
2020
Q4 		$94K Sell
1,074
-356
-25% -$30.5K 0.02% 517
2020
Q3 		$120K Buy
1,430
+673
+89% +$56.6K 0.04% 359
2020
Q2 		$62K Buy
757
+424
+127% +$34.2K 0.02% 463
2020
Q1 		$26K Sell
333
-1,392
-81% -$118K 0.01% 589
2019
Q4 		$152K Buy
1,725
+550
+47% +$47.9K 0.06% 258
2019
Q3 		$102K Sell
1,175
-329
-22% -$28.6K 0.05% 305
2019
Q2 		$131K Hold
1,504
– – 0.06% 261
2019
Q1 		$130K Sell
1,504
-167
-10% -$14.2K 0.07% 227
2018
Q4 		$136K Buy
1,671
+156
+10% +$13.1K 0.09% 166
2018
Q3 		$131K Buy
1,515
+651
+75% +$55.9K 0.08% 163
2018
Q2 		$74K Sell
864
-382
-31% -$32.7K 0.08% 146
2018
Q1 		$106K Buy
1,246
+5
+0.4% +$432 0.08% 202
2017
Q4 		$109K Buy
1,241
+161
+15% +$14.1K 0.08% 198
2017
Q3 		$95K Sell
1,080
-45
-4% -$3.97K 0.08% 181
2017
Q2 		$99K Buy
1,125
+194
+21% +$17.1K 0.1% 161
2017
Q1 		$81K Sell
931
-159
-15% -$13.9K 0.09% 170
2016
Q4 		$95K Buy
+1,090
New +$93.9K 0.13% 145

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 37% in Q2 2026, selling an estimated $213K and leaving 4,607 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #362.

Patriot Financial Group Insurance Agency first reported a position in HYG in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.01M in Q2 2022. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,607 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $368K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,665 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $213K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #362 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.01M in Q2 2022.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.