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

Pinion 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 		$661K Sell
8,312
-1,816
-18% -$146K 0.15% 94
2025
Q4 		$817K Buy
10,128
+60
+0.6% +$4.84K 0.2% 78
2025
Q3 		$816K Buy
10,068
+250
+3% +$20.1K 0.22% 79
2025
Q2 		$792K Sell
9,818
-11,080
-53% -$873K 0.27% 65
2025
Q1 		$1.65M Buy
20,898
+10,274
+97% +$815K 0.36% 46
2024
Q4 		$836K Sell
10,624
-920
-8% -$73K 0.33% 56
2024
Q3 		$927K Sell
11,544
-1,370
-11% -$108K 0.39% 51
2024
Q2 		$996K Buy
12,914
+272
+2% +$20.9K 0.5% 37
2024
Q1 		$983K Sell
12,642
-1,489
-11% -$115K 0.51% 39
2023
Q4 		$1.09M Buy
14,131
+6,166
+77% +$460K 0.66% 27
2023
Q3 		$587K Buy
7,965
+4
+0.1% +$299 0.38% 61
2023
Q2 		$598K Buy
7,961
+2,151
+37% +$161K 0.4% 59
2023
Q1 		$439K Buy
5,810
+3,024
+109% +$227K 0.41% 65
2022
Q4 		$205K Sell
2,786
-2,590
-48% -$191K 0.19% 122
2022
Q3 		$384K Hold
5,376
– – 0.34% 93
2022
Q2 		$396K Sell
5,376
-490
-8% -$38.1K 0.33% 97
2022
Q1 		$483K Sell
5,866
-1,102
-16% -$92.1K 0.33% 94
2021
Q4 		$606K Sell
6,968
-3
-0% -$260 0.41% 78
2021
Q3 		$610K Buy
6,971
+527
+8% +$46.2K 0.49% 64
2021
Q2 		$567K Buy
6,444
+37
+0.6% +$3.23K 0.46% 74
2021
Q1 		$559K Buy
6,407
+301
+5% +$26.2K 0.52% 71
2020
Q4 		$533K Sell
6,106
-3,719
-38% -$318K 0.56% 58
2020
Q3 		$802K Hold
9,825
– – 1.21% 19
2020
Q2 		$802K Buy
9,825
+3,488
+55% +$281K 1.21% 19
2020
Q1 		$488K Buy
6,337
+298
+5% +$25.2K 1.05% 38
2019
Q4 		$531K Buy
6,039
+398
+7% +$34.6K 0.98% 38
2019
Q3 		$492K Buy
5,641
+1,150
+26% +$99.9K 1.01% 37
2019
Q2 		$392K Sell
4,491
-1,243
-22% -$107K 0.84% 57
2019
Q1 		$496K Buy
5,734
+1,069
+23% +$90.8K 0.87% 48
2018
Q4 		$378K Sell
4,665
-3,656
-44% -$306K 0.8% 59
2018
Q3 		$719K Sell
8,321
-215
-3% -$18.5K 1.38% 8
2018
Q2 		$726K Buy
8,536
+843
+11% +$72.2K 1.41% 9
2018
Q1 		$659K Buy
+7,693
New +$665K 1.41% 11

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

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

Pinion Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 18% in Q1 2026, selling an estimated $146K and leaving 8,312 shares worth $661K. The position accounts for 0.15% of the portfolio, ranked #94.

Pinion Investment Advisors first reported a position in HYG in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.65M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Pinion Investment Advisors held 8,312 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $661K as of Q1 2026.
  • Pinion Investment Advisors sold 1,816 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $146K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Pinion Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • Pinion Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Pinion Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.65M in Q1 2025.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.