Realta Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Realta Investment 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 Q3	$72.1K	Buy	934 +26	+3%	+$2.06K	0.02%	251
2026 Q2	$72.6K	Buy	908 +622	+217%	+$49.8K	0.02%	256
2026 Q1	$22.8K	Sell	286 -78	-21%	-$6.27K	0.01%	277
2025 Q4	$29.4K	Buy	364 +1	+0.3%	+$81	0.01%	262
2025 Q3	$29.5K	Sell	363 -341	-48%	-$27.5K	0.01%	250
2025 Q2	$56.7K	Buy	704 +72	+11%	+$5.67K	0.02%	224
2025 Q1	$49.9K	Sell	632 -68	-10%	-$5.4K	0.02%	232
2024 Q4	$55.3K	Buy	700 +27	+4%	+$2.14K	0.02%	246
2024 Q3	$53.6K	Sell	673 -1,433	-68%	-$113K	0.02%	239
2024 Q2	$162K	Sell	2,106 -178	-8%	-$13.7K	0.03%	421
2024 Q1	$178K	Buy	+2,284	New	+$177K	0.04%	417
2023 Q4	–	Sell	-3,077	Closed	-$231K	–	569
2023 Q3	$231K	Sell	3,077 -165	-5%	-$12.3K	0.05%	352
2023 Q2	$243K	Sell	3,242 -28	-0.9%	-$2.09K	0.05%	354
2023 Q1	$247K	Sell	3,270 -983	-23%	-$73.6K	0.06%	332
2022 Q4	$313K	Sell	4,253 -898	-17%	-$66.2K	0.08%	286
2022 Q3	$368K	Buy	5,151 +169	+3%	+$12.8K	0.1%	239
2022 Q2	$369K	Buy	4,982 +210	+4%	+$16.3K	0.09%	237
2022 Q1	$393K	Sell	4,772 -595	-11%	-$49.7K	0.08%	253
2021 Q4	$467K	Sell	5,367 -81	-1%	-$7.03K	0.1%	226
2021 Q3	$477K	Sell	5,448 -280	-5%	-$24.6K	0.11%	209
2021 Q2	$504K	Sell	5,728 -1,406	-20%	-$123K	0.12%	201
2021 Q1	$622K	Buy	7,134 +2,363	+50%	+$206K	0.16%	164
2020 Q4	$417K	Sell	4,771 -293	-6%	-$25.1K	0.12%	194
2020 Q3	$425K	Buy	5,064 +743	+17%	+$62.5K	0.14%	176
2020 Q2	$353K	Sell	4,321 -98	-2%	-$7.9K	0.12%	216
2020 Q1	$341K	Sell	4,419 -1,048	-19%	-$88.5K	0.15%	188
2019 Q4	$474K	Sell	5,467 -4,435	-45%	-$386K	0.13%	193
2019 Q3	$860K	Buy	9,902 +5,218	+111%	+$453K	0.23%	86
2019 Q2	$406K	Sell	4,684 -2,978	-39%	-$257K	0.11%	206
2019 Q1	$662K	Buy	+7,662	New	+$651K	0.3%	99

Other funds holding HYG

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

APU

Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Realta Investment Advisors's HYG Position: Q3 2026 in Review

Realta Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.9% in Q3 2026, buying an estimated $2.06K and bringing the position to 934 shares worth $72.1K. The position accounts for 0.02% of the portfolio, ranked #251.

Realta Investment Advisors first reported a position in HYG in Q1 2019 and has held it in 30 quarters since. The position peaked at $860K in Q3 2019. 135 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Realta Investment Advisors held 934 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $72.1K as of Q3 2026.
Realta Investment Advisors bought 26 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.06K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Realta Investment Advisors's portfolio in Q3 2026, its #251 holding.
Realta Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
Realta Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $860K in Q3 2019.
135 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.