Sagace Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sagace Wealth Management’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	$3.92M	Buy	49,213 +721	+1%	+$58K	2.62%	14
2025 Q4	$3.91M	Buy	48,492 +2,398	+5%	+$193K	2.65%	15
2025 Q3	$3.74M	Sell	46,094 -4,804	-9%	-$387K	2.54%	15
2025 Q2	$4.1M	Buy	50,898 +84	+0.2%	+$6.62K	3.07%	11
2025 Q1	$4.01M	Sell	50,814 -37	-0.1%	-$2.94K	3.03%	11
2024 Q4	$4M	Buy	50,851 +41,038	+418%	+$3.26M	2.99%	11
2024 Q3	$781K	Buy	9,813 +1,738	+22%	+$137K	0.6%	38
2024 Q2	$632K	Buy	+8,075	New	+$621K	0.62%	38

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

Sagace Wealth Management's HYG Position: Q1 2026 in Review

Sagace Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.5% in Q1 2026, buying an estimated $58K and bringing the position to 49,213 shares worth $3.92M. The position accounts for 2.62% of the portfolio, ranked #14.

Sagace Wealth Management first reported a position in HYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.1M in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sagace Wealth Management held 49,213 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.92M as of Q1 2026.
Sagace Wealth Management bought 721 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $58K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.62% of Sagace Wealth Management's portfolio in Q1 2026, its #14 holding.
Sagace Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.1M in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.