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Personal CFO Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Personal CFO Solutions’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 		$3.36M Sell
42,189
-5,862
-12% -$471K 0.47% 36
2025
Q4 		$3.87M Buy
48,051
+267
+0.6% +$21.5K 0.62% 27
2025
Q3 		$3.88M Buy
47,784
+5,838
+14% +$470K 0.68% 24
2025
Q2 		$3.38M Sell
41,946
-8,112
-16% -$639K 0.63% 25
2025
Q1 		$3.95M Buy
50,058
+2,628
+6% +$209K 0.8% 17
2024
Q4 		$3.73M Buy
47,430
+958
+2% +$76.1K 0.73% 20
2024
Q3 		$3.73M Sell
46,472
-1,943
-4% -$153K 0.52% 41
2024
Q2 		$3.73M Sell
48,415
-3,865
-7% -$297K 0.57% 34
2024
Q1 		$4.06M Sell
52,280
-2,845
-5% -$220K 0.63% 31
2023
Q4 		$4.27M Sell
55,125
-5,463
-9% -$407K 0.74% 25
2023
Q3 		$4.47M Sell
60,588
-4,029
-6% -$301K 0.88% 21
2023
Q2 		$4.85M Buy
64,617
+61,672
+2,094% +$4.6M 0.98% 21
2023
Q1 		$222K Sell
2,945
-73,952
-96% -$5.54M 0.05% 416
2022
Q4 		$5.66M Buy
+76,897
New +$5.67M 1.2% 12
2022
Q3 		– Sell
-2,776
Closed -$204K – 441
2022
Q2 		$204K Hold
2,776
– – 0.05% 392
2022
Q1 		$228K Sell
2,776
-29,198
-91% -$2.44M 0.05% 407
2021
Q4 		$2.78M Buy
31,974
+3,558
+13% +$309K 0.52% 34
2021
Q3 		$2.49M Buy
28,416
+686
+2% +$60.2K 0.51% 33
2021
Q2 		$2.44M Buy
27,730
+4,083
+17% +$356K 0.5% 35
2021
Q1 		$2.06M Buy
23,647
+2,348
+11% +$204K 0.45% 46
2020
Q4 		$1.86M Buy
21,299
+547
+3% +$46.8K 0.46% 49
2020
Q3 		$2K Buy
20,752
+17,548
+548% +$1.48M 0.67% 37
2020
Q2 		$262K Sell
3,204
-13,079
-80% -$1.05M 0.08% 231
2020
Q1 		$1.25M Sell
16,283
-2,512
-13% -$212K 0.45% 48
2019
Q4 		$1.69M Sell
18,795
-215
-1% -$18.7K 0.48% 34
2019
Q3 		$1.66M Buy
+19,010
New +$1.65M 0.66% 24

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Personal CFO Solutions's HYG Position: Q1 2026 in Review

Personal CFO Solutions reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 12% in Q1 2026, selling an estimated $471K and leaving 42,189 shares worth $3.36M. The position accounts for 0.47% of the portfolio, ranked #36.

Personal CFO Solutions first reported a position in HYG in Q3 2019 and has held it in 26 quarters since. The position peaked at $5.66M in Q4 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Personal CFO Solutions held 42,189 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.36M as of Q1 2026.
  • Personal CFO Solutions sold 5,862 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $471K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.47% of Personal CFO Solutions's portfolio in Q1 2026, its #36 holding.
  • Personal CFO Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.66M in Q4 2022.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.