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

Sagespring 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	$2.73M	Buy	34,260 +30,417	+791%	+$2.45M	0.05%	168
2025 Q4	$310K	Sell	3,843 -106	-3%	-$8.54K	0.01%	612
2025 Q3	$321K	Sell	3,949 -161	-4%	-$13K	0.01%	590
2025 Q2	$332K	Sell	4,110 -924	-18%	-$72.8K	0.01%	547
2025 Q1	$397K	Buy	+5,034	New	+$400K	0.01%	446

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 $58.2B AUM 22.78% 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

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

Sagespring Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 791% in Q1 2026, buying an estimated $2.45M and bringing the position to 34,260 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #168.

Sagespring Wealth Partners first reported a position in HYG in Q1 2025 and has held it in 5 quarters since. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sagespring Wealth Partners held 34,260 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.73M as of Q1 2026.
Sagespring Wealth Partners bought 30,417 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.45M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Sagespring Wealth Partners's portfolio in Q1 2026, its #168 holding.
Sagespring Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.