SFG Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SFG Wealth Management’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	–	Sell	-15,189	Closed	-$1.22M	–	113
2025 Q4	$1.22M	Hold	15,189	–	–	0.48%	41
2025 Q3	$1.23M	Sell	15,189 -23,179	-60%	-$1.87M	0.53%	40
2025 Q2	$3.09M	Hold	38,368	–	–	1.87%	10
2025 Q1	$3.03M	Buy	+38,368	New	+$3.05M	1.48%	12

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 $5.29B AUM 8.96% 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

SFG Wealth Management's HYG Position: Q1 2026 in Review

SFG Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 15,189 shares — an estimated $1.22M sold.

SFG Wealth Management first reported a position in HYG in Q1 2025 and held it in 4 quarters. The position peaked at $3.09M in Q2 2025. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

SFG Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 15,189 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.22M.
SFG Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
SFG Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.09M in Q2 2025.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.