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Phillips Financial Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Phillips Financial Management’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 		$36.9K Hold
464
– – ﹤0.01% 244
2025
Q4 		$37.4K Sell
464
-313
-40% -$25.2K ﹤0.01% 256
2025
Q3 		$63.1K Sell
777
-586
-43% -$47.2K ﹤0.01% 245
2025
Q2 		$110K Sell
1,363
-123
-8% -$9.69K 0.01% 204
2025
Q1 		$117K Sell
1,486
-321
-18% -$25.5K 0.01% 193
2024
Q4 		$142K Buy
1,807
+1
+0.1% +$79 0.01% 180
2024
Q3 		$145K Sell
1,806
-1,062
-37% -$83.5K 0.01% 192
2024
Q2 		$221K Hold
2,868
– – 0.02% 175
2024
Q1 		$223K Sell
2,868
-361
-11% -$27.9K 0.02% 171
2023
Q4 		$250K Sell
3,229
-366
-10% -$27.3K 0.02% 156
2023
Q3 		$265K Sell
3,595
-6
-0.2% -$448 0.03% 152
2023
Q2 		$270K Sell
3,601
-204
-5% -$15.2K 0.03% 150
2023
Q1 		$287K Buy
3,805
+127
+3% +$9.51K 0.03% 146
2022
Q4 		$271K Sell
3,678
-127
-3% -$9.36K 0.03% 132
2022
Q3 		$272K Buy
+3,805
New +$288K 0.03% 130
2022
Q2 		– Sell
-5,216
Closed -$429K – 122
2022
Q1 		$429K Buy
+5,216
New +$436K 0.04% 109
2014
Q4 		– Sell
-10,123
Closed -$917K – 69
2014
Q3 		$917K Buy
+10,123
New +$947K 0.28% 53
2013
Q3 		– Sell
-10,086
Closed -$941K – 61
2013
Q2 		$941K Buy
+10,086
New +$947K 0.34% 46

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

Phillips Financial Management's HYG Position: Q1 2026 in Review

Phillips Financial Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 464 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Phillips Financial Management first reported a position in HYG in Q2 2013 and has held it in 18 quarters since. The position peaked at $941K in Q2 2013. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Phillips Financial Management held 464 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $36.9K as of Q1 2026.
  • Phillips Financial Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #244 holding.
  • Phillips Financial Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 18 quarters since.
  • Phillips Financial Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $941K in Q2 2013.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.