Private Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Private Advisory Group’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	$2.24M	Sell	28,140 -3,536	-11%	-$284K	0.15%	117
2025 Q4	$2.55M	Buy	31,676 +2,285	+8%	+$184K	0.2%	85
2025 Q3	$2.39M	Sell	29,391 -37,804	-56%	-$3.05M	0.2%	88
2025 Q2	$5.42M	Buy	67,195 +40,373	+151%	+$3.18M	0.49%	55
2025 Q1	$2.12M	Buy	26,822 +3,065	+13%	+$243K	0.24%	82
2024 Q4	$1.87M	Buy	+23,757	New	+$1.89M	0.21%	80
2019 Q2	–	Sell	-9,287	Closed	-$753K	–	128
2019 Q1	$753K	Hold	9,287	–	–	0.42%	60
2018 Q4	$753K	Sell	9,287 -3,457	-27%	-$289K	0.42%	60
2018 Q3	$1.09M	Buy	12,744 +334	+3%	+$28.7K	0.55%	56
2018 Q2	$1.06M	Buy	+12,410	New	+$1.06M	0.53%	61

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 $58.2B AUM 22.78% 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

Private Advisory Group's HYG Position: Q1 2026 in Review

Private Advisory Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q1 2026, selling an estimated $284K and leaving 28,140 shares worth $2.24M. The position accounts for 0.15% of the portfolio, ranked #117.

Private Advisory Group first reported a position in HYG in Q2 2018 and has held it in 10 quarters since. The position peaked at $5.42M in Q2 2025. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Private Advisory Group held 28,140 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.24M as of Q1 2026.
Private Advisory Group sold 3,536 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $284K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Private Advisory Group's portfolio in Q1 2026, its #117 holding.
Private Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and has held it in 10 quarters since.
Private Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.42M in Q2 2025.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.