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

Regal 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
2025 Q4	–	Sell	-4,053	Closed	-$329K	–	596
2025 Q3	$329K	Sell	4,053 -945	-19%	-$76.1K	0.02%	448
2025 Q2	$403K	Buy	4,998 +1,323	+36%	+$104K	0.03%	372
2025 Q1	$290K	Sell	3,675 -632	-15%	-$50.2K	0.02%	407
2024 Q4	$339K	Sell	4,307 -1,914	-31%	-$152K	0.03%	386
2024 Q3	$500K	Sell	6,221 -3,722	-37%	-$293K	0.04%	357
2024 Q2	$767K	Sell	9,943 -118	-1%	-$9.07K	0.05%	295
2024 Q1	$782K	Buy	10,061 +551	+6%	+$42.6K	0.05%	284
2023 Q4	$736K	Sell	9,510 -1,918	-17%	-$143K	0.06%	268
2023 Q3	$842K	Buy	11,428 +1,647	+17%	+$123K	0.07%	226
2023 Q2	$734K	Sell	9,781 -33,458	-77%	-$2.5M	0.06%	235
2023 Q1	$3.27M	Buy	43,239 +2,673	+7%	+$200K	0.29%	98
2022 Q4	$2.99M	Buy	40,566 +4,999	+14%	+$369K	0.29%	93
2022 Q3	$2.54M	Buy	35,567 +2,320	+7%	+$175K	0.27%	99
2022 Q2	$2.45M	Sell	33,247 -11,483	-26%	-$893K	0.25%	106
2022 Q1	$3.68M	Buy	44,730 +26,358	+143%	+$2.2M	0.34%	79
2021 Q4	$1.6M	Buy	18,372 +6,612	+56%	+$574K	0.14%	151
2021 Q3	$1.03M	Sell	11,760 -11,135	-49%	-$977K	0.1%	225
2021 Q2	$2.02M	Buy	+22,895	New	+$2M	0.2%	126
2021 Q1	–	Sell	-28,704	Closed	-$2.51M	–	207
2020 Q4	$2.51M	Buy	+28,704	New	+$2.46M	0.28%	91
2020 Q3	–	Sell	-8,339	Closed	-$681K	–	111
2020 Q2	$681K	Buy	+8,339	New	+$672K	0.12%	154
2020 Q1	–	Sell	-19,255	Closed	-$1.69M	–	151
2019 Q4	$1.69M	Buy	19,255 +3,206	+20%	+$279K	0.3%	107
2019 Q3	$1.4M	Sell	16,049 -1,118	-7%	-$97.1K	0.27%	113
2019 Q2	$1.5M	Buy	17,167 +1,048	+7%	+$90.5K	0.29%	107
2019 Q1	$1.39M	Buy	16,119 +13,448	+503%	+$1.14M	0.28%	109
2018 Q4	$217K	Sell	2,671 -4,372	-62%	-$366K	0.05%	294
2018 Q3	$609K	Buy	+7,043	New	+$605K	0.13%	168
2018 Q2	–	Sell	-2,402	Closed	-$206K	–	279
2018 Q1	$206K	Buy	2,402 +31	+1%	+$2.68K	0.05%	296
2017 Q4	$207K	Sell	2,371 -8,290	-78%	-$728K	0.05%	273
2017 Q3	$946K	Sell	10,661 -3,544	-25%	-$313K	0.22%	123
2017 Q2	$1.26M	Buy	14,205 +341	+2%	+$30K	0.31%	99
2017 Q1	$1.22M	Buy	13,864 +7,698	+125%	+$672K	0.32%	95
2016 Q4	$534K	Buy	6,166 +1,605	+35%	+$138K	0.15%	156
2016 Q3	$398K	Sell	4,561 -790	-15%	-$68K	0.11%	176
2016 Q2	$453K	Sell	5,351 -563	-10%	-$46.8K	0.12%	165
2016 Q1	$483K	Sell	5,914 -5,409	-48%	-$429K	0.13%	152
2015 Q4	$912K	Sell	11,323 -1,715	-13%	-$143K	0.24%	116
2015 Q3	$1.08M	Buy	13,038 +2,271	+21%	+$197K	0.28%	99
2015 Q2	$956K	Sell	10,767 -1,121	-9%	-$101K	0.26%	104
2015 Q1	$1.08M	Buy	11,888 +10,292	+645%	+$931K	0.27%	107
2014 Q4	$143K	Buy	1,596 +464	+41%	+$42.2K	0.04%	258
2014 Q3	$104K	Sell	1,132 -2,084	-65%	-$195K	0.03%	298
2014 Q2	$306K	Buy	3,216 +154	+5%	+$14.6K	0.11%	163
2014 Q1	$289K	Buy	3,062 +1,954	+176%	+$183K	0.12%	158
2013 Q4	$103K	Sell	1,108 -947	-46%	-$87.9K	0.06%	205
2013 Q3	$188K	Sell	2,055 -624	-23%	-$57.2K	0.11%	169
2013 Q2	$243K	Buy	+2,679	New	+$252K	0.13%	145

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Regal Investment Advisors's HYG Position: Q4 2025 in Review

Regal Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 4,053 shares — an estimated $329K sold.

Regal Investment Advisors first reported a position in HYG in Q2 2013 and held it in 46 quarters. The position peaked at $3.68M in Q1 2022. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Regal Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Regal Investment Advisors sold 4,053 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $329K.
Regal Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 46 quarters.
Regal Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.68M in Q1 2022.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Regal Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.