Private Advisory Group’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
Q2
$2.95M Buy
36,943
+8,803
+31% +$704K 0.16% 124
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

Private Advisory Group's HYG Position: Q2 2026 in Review

Private Advisory Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 31% in Q2 2026, buying an estimated $704K and bringing the position to 36,943 shares worth $2.95M. The position accounts for 0.16% of the portfolio, ranked #124.

Private Advisory Group first reported a position in HYG in Q2 2018 and has held it in 11 quarters since. The position peaked at $5.42M in Q2 2025. 989 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Private Advisory Group held 36,943 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.95M as of Q2 2026.
  • Private Advisory Group bought 8,803 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $704K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.16% of Private Advisory Group's portfolio in Q2 2026, its #124 holding.
  • Private Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and has held it in 11 quarters since.
  • Private Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.42M in Q2 2025.
  • 989 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.