Proficio Capital Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Proficio Capital Partners’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	$6.55M	Buy	82,294 +43,936	+115%	+$3.53M	0.35%	52
2025 Q4	$3.09M	Buy	38,358 +34,663	+938%	+$2.79M	0.22%	63
2025 Q3	$300K	Sell	3,695 -11,535,600	-100%	-$929M	0.02%	174
2025 Q2	$12M	Buy	11,539,295 +11,532,830	+178,389%	+$909M	0.75%	31
2025 Q1	$510K	Buy	6,465 +2,140	+49%	+$170K	0.04%	211
2024 Q4	$340K	Hold	4,325	–	–	0.03%	246
2024 Q3	$347K	Sell	4,325 -90	-2%	-$7.08K	0.03%	199
2024 Q2	$341K	Hold	4,415	–	–	0.04%	228
2024 Q1	$343K	Buy	4,415 +510	+13%	+$39.4K	0.04%	224
2023 Q4	$322K	Buy	+3,905	New	+$291K	0.04%	212
2020 Q3	–	Sell	-3,000	Closed	-$245K	–	181
2020 Q2	$245K	Buy	+3,000	New	+$242K	0.05%	144
2018 Q3	–	Sell	-705	Closed	-$60K	–	1274
2018 Q2	$60K	Sell	705 -1,115	-61%	-$95.5K	0.02%	305
2018 Q1	$156K	Buy	+1,820	New	+$157K	0.05%	151

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

Proficio Capital Partners's HYG Position: Q1 2026 in Review

Proficio Capital Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 115% in Q1 2026, buying an estimated $3.53M and bringing the position to 82,294 shares worth $6.55M. The position accounts for 0.35% of the portfolio, ranked #52.

Proficio Capital Partners first reported a position in HYG in Q1 2018 and has held it in 13 quarters since. The position peaked at $12M in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Proficio Capital Partners held 82,294 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6.55M as of Q1 2026.
Proficio Capital Partners bought 43,936 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.53M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.35% of Proficio Capital Partners's portfolio in Q1 2026, its #52 holding.
Proficio Capital Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and has held it in 13 quarters since.
Proficio Capital Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $12M in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.