Sequoia Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sequoia Financial 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	$350K	Buy	4,373 +62	+1%	+$4.96K	﹤0.01%	1564
2026 Q1	$343K	Buy	4,311 +775	+22%	+$62.3K	﹤0.01%	1486
2025 Q4	$285K	Sell	3,536 -591	-14%	-$47.6K	﹤0.01%	1592
2025 Q3	$335K	Sell	4,127 -333	-7%	-$26.8K	﹤0.01%	1341
2025 Q2	$360K	Sell	4,460 -203	-4%	-$16K	﹤0.01%	1164
2025 Q1	$368K	Buy	+4,663	New	+$370K	﹤0.01%	982
2024 Q3	–	Sell	-3,188	Closed	-$246K	–	1323
2024 Q2	$246K	Sell	3,188 -954	-23%	-$73.3K	﹤0.01%	981
2024 Q1	$322K	Buy	+4,142	New	+$320K	﹤0.01%	829
2023 Q1	–	Sell	-2,739	Closed	-$202K	–	855
2022 Q4	$202K	Sell	2,739 -790	-22%	-$58.2K	0.01%	733
2022 Q3	$252K	Sell	3,529 -1,764	-33%	-$133K	0.01%	438
2022 Q2	$390K	Sell	5,293 -3,655	-41%	-$284K	0.01%	380
2022 Q1	$736K	Buy	8,948 +388	+5%	+$32.4K	0.02%	288
2021 Q4	$745K	Buy	8,560 +2,981	+53%	+$259K	0.02%	266
2021 Q3	$488K	Sell	5,579 -5,245	-48%	-$460K	0.05%	156
2021 Q2	$953K	Sell	10,824 -354	-3%	-$30.9K	0.03%	207
2021 Q1	$975K	Sell	11,178 -1,830	-14%	-$159K	0.04%	193
2020 Q4	$1.14M	Sell	13,008 -340	-3%	-$29.1K	0.05%	174
2020 Q3	$1.12M	Buy	13,348 +7,105	+114%	+$598K	0.06%	154
2020 Q2	$510K	Buy	+6,243	New	+$503K	0.03%	212
2016 Q3	–	Sell	-3,714	Closed	-$315K	–	258
2016 Q2	$315K	Sell	3,714 -797	-18%	-$66.2K	0.09%	162
2016 Q1	$369K	Sell	4,511 -137	-3%	-$10.9K	0.12%	119
2015 Q4	$375K	Buy	4,648 +257	+6%	+$21.4K	0.15%	103
2015 Q3	$366K	Buy	4,391 +68	+2%	+$5.89K	0.16%	103
2015 Q2	$384K	Buy	4,323 +3	+0.1%	+$271	0.16%	111
2015 Q1	$391K	Buy	4,320 +5	+0.1%	+$452	0.18%	105
2014 Q4	$387K	Sell	4,315 -82	-2%	-$7.47K	0.26%	83
2014 Q3	$404K	Sell	4,397 -483	-10%	-$45.2K	0.28%	88
2014 Q2	$465K	Buy	4,880 +491	+11%	+$46.4K	0.35%	72
2014 Q1	$414K	Buy	4,389 +521	+13%	+$48.9K	0.34%	79
2013 Q4	$359K	Buy	+3,868	New	+$359K	0.3%	87

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

Sequoia Financial Advisors's HYG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.4% in Q2 2026, buying an estimated $4.96K and bringing the position to 4,373 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Sequoia Financial Advisors first reported a position in HYG in Q4 2013 and has held it in 30 quarters since. The position peaked at $1.14M in Q4 2020. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sequoia Financial Advisors held 4,373 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $350K as of Q2 2026.
Sequoia Financial Advisors bought 62 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.96K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1564 holding.
Sequoia Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and has held it in 30 quarters since.
Sequoia Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.14M in Q4 2020.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.