Principal Securities’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Principal Securities’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	$23M	Buy	287,589 +50,097	+21%	+$4.01M	0.28%	65
2026 Q1	$18.9M	Sell	237,492 -9,415	-4%	-$757K	0.28%	64
2025 Q4	$19.9M	Sell	246,907 -45,822	-16%	-$3.69M	0.31%	60
2025 Q3	$23.8M	Buy	292,729 +31,573	+12%	+$2.54M	0.39%	49
2025 Q2	$21.1M	Buy	261,156 +65,570	+34%	+$5.17M	0.4%	49
2025 Q1	$15.4M	Buy	195,586 +57	+0%	+$4.52K	0.34%	58
2024 Q4	$15.4M	Buy	195,529 +26,669	+16%	+$2.12M	0.35%	57
2024 Q3	$13.6M	Buy	168,860 +47,430	+39%	+$3.73M	0.33%	55
2024 Q2	$9.37M	Buy	121,430 +18,575	+18%	+$1.43M	0.26%	74
2024 Q1	$7.99M	Buy	102,855 +17,386	+20%	+$1.34M	0.25%	81
2023 Q4	$6.61M	Buy	+85,469	New	+$6.37M	0.25%	83

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

Principal Securities's HYG Position: Q2 2026 in Review

Principal Securities increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 21% in Q2 2026, buying an estimated $4.01M and bringing the position to 287,589 shares worth $23M. The position accounts for 0.28% of the portfolio, ranked #65.

Principal Securities first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.8M in Q3 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Principal Securities held 287,589 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $23M as of Q2 2026.
Principal Securities bought 50,097 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.01M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.28% of Principal Securities's portfolio in Q2 2026, its #65 holding.
Principal Securities first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $23.8M in Q3 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.