SevenBridge Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SevenBridge Financial 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 Q1	$2.97M	Buy	36,873 +2,325	+7%	+$187K	0.46%	70
2025 Q4	$2.8M	Buy	34,548 +5,564	+19%	+$448K	0.45%	76
2025 Q3	$2.33M	Sell	28,984 -11,615	-29%	-$936K	0.38%	80
2025 Q2	$3.26M	Sell	40,599 -7,460	-16%	-$588K	0.58%	55
2025 Q1	$3.81M	Sell	48,059 -17,638	-27%	-$1.4M	0.75%	34
2024 Q4	$5.22M	Sell	65,697 -1,983	-3%	-$157K	0.99%	26
2024 Q3	$5.39M	Buy	67,680 +3,726	+6%	+$293K	1.04%	25
2024 Q2	$4.96M	Buy	63,954 +3,644	+6%	+$280K	1.1%	24
2024 Q1	$4.65M	Sell	60,310 -11,302	-16%	-$873K	1.05%	27
2023 Q4	$5.54M	Sell	71,612 -8,823	-11%	-$658K	1.31%	19
2023 Q3	$5.93M	Sell	80,435 -479	-0.6%	-$35.8K	1.53%	15
2023 Q2	$6.07M	Buy	80,914 +495	+0.6%	+$36.9K	1.57%	15
2023 Q1	$6.08M	Buy	80,419 +7,428	+10%	+$556K	1.67%	13
2022 Q4	$5.37M	Buy	72,991 +7,010	+11%	+$517K	1.57%	15
2022 Q3	$4.71M	Buy	+65,981	New	+$4.99M	1.6%	14
2019 Q3	–	Sell	-19	Closed	-$2K	–	334
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	589
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	559
2018 Q4	$2K	Hold	19	–	–	﹤0.01%	519
2018 Q3	$2K	Hold	19	–	–	﹤0.01%	554
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	558
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	570
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	581
2017 Q3	$2K	Hold	19	–	–	﹤0.01%	574
2017 Q2	$2K	Hold	19	–	–	﹤0.01%	596
2017 Q1	$2K	Sell	19 -214	-92%	-$18.7K	﹤0.01%	586
2016 Q4	$20K	Hold	233	–	–	0.01%	369
2016 Q3	$20K	Sell	233 -602	-72%	-$51.8K	0.01%	365
2016 Q2	$71K	Buy	+835	New	+$69.4K	0.05%	228

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 $49B AUM 17.78% 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

SevenBridge Financial Group's HYG Position: Q1 2026 in Review

SevenBridge Financial Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.7% in Q1 2026, buying an estimated $187K and bringing the position to 36,873 shares worth $2.97M. The position accounts for 0.46% of the portfolio, ranked #70.

SevenBridge Financial Group first reported a position in HYG in Q2 2016 and has held it in 28 quarters since. The position peaked at $6.08M in Q1 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

SevenBridge Financial Group held 36,873 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.97M as of Q1 2026.
SevenBridge Financial Group bought 2,325 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $187K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.46% of SevenBridge Financial Group's portfolio in Q1 2026, its #70 holding.
SevenBridge Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and has held it in 28 quarters since.
SevenBridge Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.08M in Q1 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.