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

Perennial Investment 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	$1.62M	Sell	20,305 -642	-3%	-$51.6K	0.13%	136
2025 Q4	$1.69M	Buy	20,947 +289	+1%	+$23.3K	0.13%	132
2025 Q3	$1.68M	Buy	20,658 +1,354	+7%	+$109K	0.14%	129
2025 Q2	$1.56M	Buy	19,304 +4,351	+29%	+$343K	0.15%	129
2025 Q1	$1.18M	Buy	14,953 +4,694	+46%	+$373K	0.13%	140
2024 Q4	$807K	Buy	10,259 +754	+8%	+$59.9K	0.1%	171
2024 Q3	$763K	Buy	+9,505	New	+$748K	0.1%	170

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 $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Perennial Investment Advisors's HYG Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.1% in Q1 2026, selling an estimated $51.6K and leaving 20,305 shares worth $1.62M. The position accounts for 0.13% of the portfolio, ranked #136.

Perennial Investment Advisors first reported a position in HYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2025. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Perennial Investment Advisors held 20,305 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.62M as of Q1 2026.
Perennial Investment Advisors sold 642 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $51.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.13% of Perennial Investment Advisors's portfolio in Q1 2026, its #136 holding.
Perennial Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Perennial Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.69M in Q4 2025.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.