Pinnacle Family Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Pinnacle Family 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	$211K	Buy	2,657 +11	+0.4%	+$885	0.1%	133
2025 Q4	$213K	Buy	2,646 +22	+0.8%	+$1.77K	0.09%	137
2025 Q3	$213K	Buy	+2,624	New	+$211K	0.09%	120
2022 Q2	–	Sell	-14,109	Closed	-$1.16M	–	99
2022 Q1	$1.16M	Sell	14,109 -5,869	-29%	-$491K	0.62%	27
2021 Q4	$1.74M	Sell	19,978 -8,825	-31%	-$766K	0.79%	25
2021 Q3	$2.52M	Buy	28,803 +6,643	+30%	+$583K	1.13%	17
2021 Q2	$1.95M	Buy	22,160 +1,391	+7%	+$121K	0.85%	32
2021 Q1	$1.81M	Buy	20,769 +9,728	+88%	+$846K	0.95%	30
2020 Q4	$964K	Buy	11,041 +914	+9%	+$78.3K	0.59%	39
2020 Q3	$850K	Buy	10,127 +7,455	+279%	+$627K	0.57%	32
2020 Q2	$218K	Buy	+2,672	New	+$215K	0.19%	68
2020 Q1	–	Sell	-5,257	Closed	-$462K	–	79
2019 Q4	$462K	Buy	5,257 +586	+13%	+$51K	0.42%	42
2019 Q3	$407K	Sell	4,671 -317	-6%	-$27.5K	0.36%	48
2019 Q2	$435K	Buy	4,988 +237	+5%	+$20.5K	0.36%	49
2019 Q1	$411K	Sell	4,751 -18,063	-79%	-$1.53M	0.37%	48
2018 Q4	$1.85M	Buy	22,814 +17,871	+362%	+$1.5M	1.24%	24
2018 Q3	$427K	Buy	4,943 +2	+0%	+$172	0.23%	48
2018 Q2	$420K	Sell	4,941 -41	-0.8%	-$3.51K	0.22%	54
2018 Q1	$427K	Sell	4,982 -1,331	-21%	-$115K	0.24%	49
2017 Q4	$551K	Buy	6,313 +525	+9%	+$46.1K	0.25%	53
2017 Q3	$514K	Buy	5,788 +217	+4%	+$19.1K	0.24%	53
2017 Q2	$492K	Sell	5,571 -25,770	-82%	-$2.27M	0.27%	46
2017 Q1	$2.75M	Buy	31,341 +8,711	+38%	+$761K	1.7%	13
2016 Q4	$1.96M	Buy	+22,630	New	+$1.95M	1.2%	26

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

Pinnacle Family Advisors's HYG Position: Q1 2026 in Review

Pinnacle Family Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.42% in Q1 2026, buying an estimated $885 and bringing the position to 2,657 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #133.

Pinnacle Family Advisors first reported a position in HYG in Q4 2016 and has held it in 24 quarters since. The position peaked at $2.75M in Q1 2017. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Pinnacle Family Advisors held 2,657 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $211K as of Q1 2026.
Pinnacle Family Advisors bought 11 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $885.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.1% of Pinnacle Family Advisors's portfolio in Q1 2026, its #133 holding.
Pinnacle Family Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 24 quarters since.
Pinnacle Family Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.75M in Q1 2017.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.