Pure Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Pure Financial Advisors’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	$42.5M	Buy	533,868 +29,176	+6%	+$2.35M	0.61%	29
2025 Q4	$40.7M	Buy	504,692 +31,013	+7%	+$2.5M	0.6%	31
2025 Q3	$38.5M	Buy	473,679 +30,888	+7%	+$2.49M	0.61%	31
2025 Q2	$35.7M	Buy	442,791 +11,181	+3%	+$881K	0.63%	31
2025 Q1	$34M	Buy	431,610 +24,812	+6%	+$1.97M	0.71%	28
2024 Q4	$32M	Buy	406,798 +18,446	+5%	+$1.46M	0.73%	27
2024 Q3	$31.2M	Buy	388,352 +17,951	+5%	+$1.41M	0.75%	27
2024 Q2	$28.6M	Buy	370,401 +21,161	+6%	+$1.63M	0.79%	29
2024 Q1	$27.1M	Buy	349,240 +21,392	+7%	+$1.65M	0.85%	27
2023 Q4	$25.4M	Buy	327,848 +23,018	+8%	+$1.72M	0.88%	27
2023 Q3	$22.5M	Buy	304,830 +19,838	+7%	+$1.48M	0.92%	26
2023 Q2	$21.4M	Buy	284,992 +21,845	+8%	+$1.63M	0.91%	26
2023 Q1	$19.9M	Buy	263,147 +23,253	+10%	+$1.74M	0.92%	26
2022 Q4	$17.7M	Buy	239,894 +7,403	+3%	+$546K	0.91%	28
2022 Q3	$16.6M	Buy	232,491 +21,197	+10%	+$1.6M	0.97%	24
2022 Q2	$15.6M	Buy	211,294 +22,539	+12%	+$1.75M	0.96%	24
2022 Q1	$15.5M	Buy	188,755 +21,653	+13%	+$1.81M	0.71%	32
2021 Q4	$14.5M	Buy	167,102 +27,487	+20%	+$2.38M	0.72%	29
2021 Q3	$12.2M	Buy	139,615 +35,581	+34%	+$3.12M	0.94%	28
2021 Q2	$9.16M	Buy	104,034 +27,238	+35%	+$2.38M	0.74%	33
2021 Q1	$6.7M	Buy	76,796 +42,829	+126%	+$3.73M	0.67%	35
2020 Q4	$2.96M	Buy	33,967 +25,746	+313%	+$2.2M	0.35%	50
2020 Q3	$690K	Buy	+8,221	New	+$692K	0.1%	87

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

Pure Financial Advisors's HYG Position: Q1 2026 in Review

Pure Financial Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.8% in Q1 2026, buying an estimated $2.35M and bringing the position to 533,868 shares worth $42.5M. The position accounts for 0.61% of the portfolio, ranked #29.

Pure Financial Advisors first reported a position in HYG in Q3 2020 and has held it in 23 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Pure Financial Advisors held 533,868 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $42.5M as of Q1 2026.
Pure Financial Advisors bought 29,176 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.35M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.61% of Pure Financial Advisors's portfolio in Q1 2026, its #29 holding.
Pure Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.