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 Q2	$1.9M	Buy	23,768 +3,463	+17%	+$277K	0.13%	145
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 $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Perennial Investment Advisors's HYG Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 17% in Q2 2026, buying an estimated $277K and bringing the position to 23,768 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #145.

Perennial Investment Advisors first reported a position in HYG in Q3 2024 and has held it in 8 quarters since. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Perennial Investment Advisors held 23,768 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.9M as of Q2 2026.
Perennial Investment Advisors bought 3,463 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $277K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.13% of Perennial Investment Advisors's portfolio in Q2 2026, its #145 holding.
Perennial Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.