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
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JSTA

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SageView Advisory Group's HYG Position: Q4 2025 in Review

SageView Advisory Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.19% in Q4 2025, buying an estimated $7.09K and bringing the position to 45,478 shares worth $3.67M. The position accounts for 0.12% of the portfolio, ranked #102.

SageView Advisory Group first reported a position in HYG in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.74M in Q1 2023. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

SageView Advisory Group held 45,478 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.67M as of Q4 2025.
SageView Advisory Group bought 88 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $7.09K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of SageView Advisory Group's portfolio in Q4 2025, its #102 holding.
SageView Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.74M in Q1 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.