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 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 $1.66T 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

Principal Securities's HYG Position: Q1 2026 in Review

Principal Securities reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.8% in Q1 2026, selling an estimated $757K and leaving 237,492 shares worth $18.9M. The position accounts for 0.28% of the portfolio, ranked #64.

Principal Securities first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.8M in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Principal Securities held 237,492 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $18.9M as of Q1 2026.
Principal Securities sold 9,415 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $757K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.28% of Principal Securities's portfolio in Q1 2026, its #64 holding.
Principal Securities first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $23.8M in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.