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 Q2	$212K	Sell	2,650 -7	-0.3%	-$560	0.09%	148
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 $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Pinnacle Family Advisors's HYG Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.26% in Q2 2026, selling an estimated $560 and leaving 2,650 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #148.

Pinnacle Family Advisors first reported a position in HYG in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.75M in Q1 2017. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Pinnacle Family Advisors held 2,650 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $212K as of Q2 2026.
Pinnacle Family Advisors sold 7 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $560.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Pinnacle Family Advisors's portfolio in Q2 2026, its #148 holding.
Pinnacle Family Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 25 quarters since.
Pinnacle Family Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.75M in Q1 2017.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.