Private Wealth Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Private Wealth Asset Management’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	$72.9K	Hold	916	–	–	0.01%	372
2025 Q4	$73.9K	Buy	916 +8	+0.9%	+$645	0.01%	361
2025 Q3	$73.7K	Hold	908	–	–	0.01%	344
2025 Q2	$73.2K	Buy	908 +6	+0.7%	+$473	0.01%	341
2025 Q1	$71.2K	Buy	+902	New	+$71.6K	0.01%	334

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

Private Wealth Asset Management's HYG Position: Q1 2026 in Review

Private Wealth Asset Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 916 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #372.

Private Wealth Asset Management first reported a position in HYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $73.9K in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Private Wealth Asset Management held 916 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $72.9K as of Q1 2026.
Private Wealth Asset Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #372 holding.
Private Wealth Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $73.9K in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.