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 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 $1.66T AUM 25.57% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return