SageView Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SageView Advisory Group’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	$3.48M	Sell	43,552 -467	-1%	-$37.4K	0.11%	115
2026 Q1	$3.5M	Sell	44,019 -1,459	-3%	-$117K	0.13%	92
2025 Q4	$3.67M	Buy	45,478 +88	+0.2%	+$7.09K	0.12%	102
2025 Q3	$3.69M	Sell	45,390 -1,409	-3%	-$114K	0.13%	107
2025 Q2	$3.76M	Buy	46,799 +1,204	+3%	+$94.9K	0.14%	86
2025 Q1	$3.6M	Sell	45,595 -1,150	-2%	-$91.3K	0.15%	76
2024 Q4	$3.68M	Sell	46,745 -21,677	-32%	-$1.72M	0.16%	76
2024 Q3	$5.49M	Buy	+68,422	New	+$5.38M	0.28%	44
2024 Q2	–	Sell	-22,416	Closed	-$1.72M	–	47
2024 Q1	$535K	Buy	+22,416	New	+$1.73M	0.03%	312
2023 Q4	–	Sell	-73,927	Closed	-$5.51M	–	56
2023 Q3	$5.45M	Sell	73,927 -1,347	-2%	-$101K	0.31%	43
2023 Q2	$5.65M	Sell	75,274 -678	-0.9%	-$50.6K	0.31%	47
2023 Q1	$5.74M	Buy	75,952 +50,069	+193%	+$3.75M	0.37%	42
2022 Q4	$1.91M	Buy	+25,883	New	+$1.91M	0.15%	102

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

SageView Advisory Group's HYG Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.1% in Q2 2026, selling an estimated $37.4K and leaving 43,552 shares worth $3.48M. The position accounts for 0.11% of the portfolio, ranked #115.

SageView Advisory Group first reported a position in HYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.74M in Q1 2023. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

SageView Advisory Group held 43,552 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.48M as of Q2 2026.
SageView Advisory Group sold 467 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $37.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of SageView Advisory Group's portfolio in Q2 2026, its #115 holding.
SageView Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.74M in Q1 2023.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.