Principle Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$244K Buy
3,067
+143
+5% +$11.5K 0.01% 337
2025
Q4
$236K Buy
2,924
+17
+0.6% +$1.37K 0.01% 346
2025
Q3
$236K Sell
2,907
-320
-10% -$25.8K 0.01% 338
2025
Q2
$260K Buy
3,227
+347
+12% +$27.3K 0.02% 329
2025
Q1
$227K Buy
2,880
+121
+4% +$9.6K 0.02% 322
2024
Q4
$217K Buy
2,759
+17
+0.6% +$1.35K 0.02% 320
2024
Q3
$220K Buy
2,742
+78
+3% +$6.14K 0.02% 317
2024
Q2
$206K Buy
2,664
+13
+0.5% +$1K 0.02% 321
2024
Q1
$206K Buy
2,651
+8
+0.3% +$618 0.02% 334
2023
Q4
$205K Buy
+2,643
New +$197K 0.02% 324
2023
Q1
Sell
-5,157
Closed -$380K 320
2022
Q4
$380K Buy
5,157
+121
+2% +$8.92K 0.04% 223
2022
Q3
$360 Buy
+5,036
New +$381K 0.03% 212

Other funds holding HYG

Principle Wealth Partners's HYG Position: Q1 2026 in Review

Principle Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.9% in Q1 2026, buying an estimated $11.5K and bringing the position to 3,067 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #337.

Principle Wealth Partners first reported a position in HYG in Q3 2022 and has held it in 12 quarters since. The position peaked at $380K in Q4 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Principle Wealth Partners held 3,067 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $244K as of Q1 2026.
  • Principle Wealth Partners bought 143 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $11.5K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #337 holding.
  • Principle Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • Principle Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $380K in Q4 2022.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.