Sage Mountain Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sage Mountain 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
2026 Q2	$260K	Hold	3,247	–	–	0.02%	196
2026 Q1	$258K	Hold	3,247	–	–	0.02%	178
2025 Q4	$262K	Hold	3,247	–	–	0.01%	416
2025 Q3	$264K	Hold	3,247	–	–	0.02%	398
2025 Q2	$262K	Hold	3,247	–	–	0.02%	362
2025 Q1	$256K	Hold	3,247	–	–	0.02%	332
2024 Q4	$255K	Hold	3,247	–	–	0.02%	332
2024 Q3	$261K	Hold	3,247	–	–	0.02%	317
2024 Q2	$250K	Buy	+3,247	New	+$250K	0.02%	296
2022 Q1	–	Sell	-233	Closed	-$20K	–	660
2021 Q4	$20K	Buy	+233	New	+$20.2K	﹤0.01%	650

Other funds holding HYG

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

OTPPB

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sage Mountain Advisors's HYG Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 3,247 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #196.

Sage Mountain Advisors first reported a position in HYG in Q4 2021 and has held it in 10 quarters since. The position peaked at $264K in Q3 2025. 989 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sage Mountain Advisors held 3,247 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $260K as of Q2 2026.
Sage Mountain Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #196 holding.
Sage Mountain Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Sage Mountain Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $264K in Q3 2025.
989 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.