Rooted Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Rooted Wealth Advisors's HYG Position: Q1 2026 in Review

Rooted Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 23% in Q1 2026, buying an estimated $177K and bringing the position to 11,903 shares worth $959K. The position accounts for 0.25% of the portfolio, ranked #65.

Rooted Wealth Advisors first reported a position in HYG in Q4 2022 and has held it in 14 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

• Rooted Wealth Advisors held 11,903 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $959K as of Q1 2026.
• Rooted Wealth Advisors bought 2,196 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $177K.
• iShares iBoxx $ High Yield Corporate Bond ETF made up 0.25% of Rooted Wealth Advisors's portfolio in Q1 2026, its #65 holding.
• Rooted Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
• 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.