RWA Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

RWA Wealth Partners’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	$1.25M	Sell	15,744 -1,798	-10%	-$145K	0.01%	317
2025 Q4	$1.41M	Sell	17,542 -1,796	-9%	-$145K	0.02%	302
2025 Q3	$1.57M	Sell	19,338 -50,257	-72%	-$4.05M	0.02%	296
2025 Q2	$5.61M	Buy	69,595 +63,499	+1,042%	+$5M	0.07%	149
2025 Q1	$481K	Sell	6,096 -136,483	-96%	-$10.8M	0.01%	411
2024 Q4	$11.2M	Buy	142,579 +136,181	+2,128%	+$10.8M	0.14%	91
2024 Q3	$514K	Hold	6,398	–	–	0.01%	399
2024 Q2	$494K	Sell	6,398 -146,896	-96%	-$11.3M	0.01%	393
2024 Q1	$11.9M	Buy	153,294 +142,539	+1,325%	+$11M	0.16%	86
2023 Q4	$832K	Sell	10,755 -2,644	-20%	-$197K	0.01%	311
2023 Q3	$988K	Sell	13,399 -111,658	-89%	-$8.34M	0.02%	194
2023 Q2	$9.39M	Buy	+125,057	New	+$9.33M	0.21%	46
2022 Q2	–	Sell	-212,404	Closed	-$17.5M	–	249
2022 Q1	$17.5M	Sell	212,404 -90,239	-30%	-$7.54M	1.13%	18
2021 Q4	$26.3M	Buy	302,643 +10,592	+4%	+$919K	1.77%	12
2021 Q3	$25.6M	Sell	292,051 -8,929	-3%	-$783K	1.91%	11
2021 Q2	$26.5M	Buy	300,980 +13,712	+5%	+$1.2M	1.98%	11
2021 Q1	$25M	Buy	287,268 +488	+0.2%	+$42.5K	2.02%	11
2020 Q4	$25M	Buy	286,780 +79,461	+38%	+$6.8M	2.22%	9
2020 Q3	$17.4M	Buy	207,319 +204,390	+6,978%	+$17.2M	1.83%	11
2020 Q2	$239K	Sell	2,929 -276,113	-99%	-$22.3M	0.03%	192
2020 Q1	$21.5M	Buy	279,042 +100,290	+56%	+$8.47M	3.05%	9
2019 Q4	$15.7M	Buy	178,752 +1,161	+0.7%	+$101K	1.56%	17
2019 Q3	$15.5M	Sell	177,591 -13,847	-7%	-$1.2M	1.64%	14
2019 Q2	$16.7M	Buy	191,438 +57,082	+42%	+$4.93M	1.79%	12
2019 Q1	$11.6M	Sell	134,356 -1,877	-1%	-$159K	1.33%	20
2018 Q4	$11M	Sell	136,233 -8,932	-6%	-$748K	1.45%	16
2018 Q3	$12.5M	Sell	145,165 -35,323	-20%	-$3.03M	1.4%	16
2018 Q2	$15.4M	Buy	180,488 +169,849	+1,596%	+$14.6M	1.71%	11
2018 Q1	$911K	Sell	10,639 -161,790	-94%	-$14M	0.12%	115
2017 Q4	$15M	Sell	172,429 -59,906	-26%	-$5.26M	1.69%	9
2017 Q3	$20.6M	Buy	232,335 +64,497	+38%	+$5.69M	2.33%	8
2017 Q2	$14.8M	Buy	167,838 +97,113	+137%	+$8.55M	1.82%	10
2017 Q1	$6.21M	Buy	70,725 +63,934	+941%	+$5.58M	0.81%	33
2016 Q4	$588K	Buy	+6,791	New	+$585K	0.53%	16

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

RWA Wealth Partners's HYG Position: Q1 2026 in Review

RWA Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 10% in Q1 2026, selling an estimated $145K and leaving 15,744 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #317.

RWA Wealth Partners first reported a position in HYG in Q4 2016 and has held it in 34 quarters since. The position peaked at $26.5M in Q2 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

RWA Wealth Partners held 15,744 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.25M as of Q1 2026.
RWA Wealth Partners sold 1,798 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $145K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #317 holding.
RWA Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 34 quarters since.
RWA Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $26.5M in Q2 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.