RPg Family Wealth Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

RPg Family Wealth Advisory’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	$373K	Sell	4,682 -32	-0.7%	-$2.57K	0.08%	109
2025 Q4	$380K	Sell	4,714 -341	-7%	-$27.5K	0.08%	104
2025 Q3	$410K	Buy	+5,055	New	+$407K	0.09%	102
2025 Q2	–	Sell	-5,374	Closed	-$424K	–	103
2025 Q1	$424K	Buy	+5,374	New	+$427K	0.12%	86
2023 Q1	–	Sell	-8,918	Closed	-$657K	–	96
2022 Q4	$657K	Buy	8,918 +1,464	+20%	+$108K	0.45%	51
2022 Q3	$556K	Hold	7,454	–	–	0.29%	67
2022 Q2	$549K	Buy	7,454 +1,654	+29%	+$129K	0.33%	53
2022 Q1	$477K	Hold	5,800	–	–	0.2%	80
2021 Q4	$505K	Hold	5,800	–	–	0.2%	76
2021 Q3	$507K	Hold	5,800	–	–	0.21%	77
2021 Q2	$511K	Buy	+5,800	New	+$506K	0.21%	78
2020 Q4	$514K	Hold	5,885	–	–	0.24%	71
2020 Q3	$494K	Sell	5,885 -134	-2%	-$11.3K	0.26%	69
2020 Q2	$491K	Hold	6,019	–	–	0.3%	63
2020 Q1	$464K	Buy	6,019 +299	+5%	+$25.3K	0.36%	56
2019 Q4	$503K	Sell	5,720 -615	-10%	-$53.5K	0.29%	64
2019 Q3	$552K	Sell	6,335 -245	-4%	-$21.3K	0.33%	61
2019 Q2	$574K	Sell	6,580 -204	-3%	-$17.6K	0.34%	57
2019 Q1	$587K	Buy	6,784 +6,103	+896%	+$518K	0.35%	59
2018 Q4	$55.2K	Buy	681 +50	+8%	+$4.18K	0.05%	106
2018 Q3	$54.5K	Sell	631 -31	-5%	-$2.66K	0.04%	104
2018 Q2	$56.3K	Sell	662 -99	-13%	-$8.48K	0.04%	108
2018 Q1	$65.2K	Sell	761 -160	-17%	-$13.8K	0.05%	93
2017 Q4	$80.4K	Sell	921 -216	-19%	-$19K	0.07%	80
2017 Q3	$101K	Buy	1,137 +210	+23%	+$18.5K	0.08%	73
2017 Q2	$81.9K	Sell	927 -533	-37%	-$46.9K	0.07%	91
2017 Q1	$128K	Sell	1,460 -2,819	-66%	-$246K	0.11%	67
2016 Q4	$370K	Buy	+4,279	New	+$368K	0.32%	43
2016 Q3	–	Sell	-2,916	Closed	-$247K	–	254
2016 Q2	$247K	Sell	2,916 -231	-7%	-$19.2K	0.11%	58
2016 Q1	$257K	Buy	3,147 +2,182	+226%	+$173K	0.2%	54
2015 Q4	$77.8K	Buy	+965	New	+$80.2K	0.07%	72

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

RPg Family Wealth Advisory's HYG Position: Q1 2026 in Review

RPg Family Wealth Advisory reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.68% in Q1 2026, selling an estimated $2.57K and leaving 4,682 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #109.

RPg Family Wealth Advisory first reported a position in HYG in Q4 2015 and has held it in 31 quarters since. The position peaked at $657K in Q4 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

RPg Family Wealth Advisory held 4,682 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $373K as of Q1 2026.
RPg Family Wealth Advisory sold 32 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.57K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.08% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #109 holding.
RPg Family Wealth Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and has held it in 31 quarters since.
RPg Family Wealth Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $657K in Q4 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.