Petix & Botte Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Petix & Botte Financial’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	$693K	Sell	4,353 -4,317	-50%	-$347K	0.15%	76
2025 Q4	$699K	Sell	8,670 -2,980	-26%	-$240K	0.16%	75
2025 Q3	$946K	Buy	11,650 +52	+0.4%	+$4.19K	0.22%	60
2025 Q2	$935K	Sell	11,598 -935	-7%	-$73.7K	0.23%	59
2025 Q1	$989K	Buy	12,533 +32	+0.3%	+$2.54K	0.26%	60
2024 Q4	$983K	Sell	12,501 -2,748	-18%	-$218K	0.26%	59
2024 Q3	$1.22M	Buy	15,249 +716	+5%	+$56.3K	0.33%	45
2024 Q2	$1.12M	Sell	14,533 -70,745	-83%	-$5.44M	0.32%	46
2024 Q1	$6.63M	Buy	85,278 +76,466	+868%	+$5.91M	1.65%	19
2023 Q4	$682K	Buy	8,812 +63	+0.7%	+$4.7K	0.2%	59
2023 Q3	$645K	Buy	8,749 +49	+0.6%	+$3.66K	0.2%	57
2023 Q2	$653K	Buy	+8,700	New	+$649K	0.2%	56
2021 Q4	–	Sell	-3,034	Closed	-$266K	–	91
2021 Q3	$266K	Buy	3,034 +755	+33%	+$66.2K	0.09%	94
2021 Q2	$201K	Buy	+2,279	New	+$199K	0.14%	77
2021 Q1	–	Sell	-2,313	Closed	-$202K	–	76
2020 Q4	$202K	Sell	2,313 -142	-6%	-$12.2K	0.15%	81
2020 Q3	$206K	Sell	2,455 -2,669	-52%	-$225K	0.16%	77
2020 Q2	$212K	Buy	+5,124	New	+$413K	0.17%	71
2020 Q1	–	Sell	-3,301	Closed	-$292K	–	73
2019 Q4	$292K	Buy	+3,301	New	+$287K	0.23%	66

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

Petix & Botte Financial's HYG Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 50% in Q1 2026, selling an estimated $347K and leaving 4,353 shares worth $693K. The position accounts for 0.15% of the portfolio, ranked #76.

Petix & Botte Financial first reported a position in HYG in Q4 2019 and has held it in 18 quarters since. The position peaked at $6.63M in Q1 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Petix & Botte Financial held 4,353 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $693K as of Q1 2026.
Petix & Botte Financial sold 4,317 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $347K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Petix & Botte Financial's portfolio in Q1 2026, its #76 holding.
Petix & Botte Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 18 quarters since.
Petix & Botte Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.63M in Q1 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.