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

SHP 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 		$31.8K Hold
400
– – ﹤0.01% 604
2025
Q4 		$32.3K Buy
+400
New +$32.2K ﹤0.01% 580

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

SHP Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 400 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

SHP Wealth Management first reported a position in HYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.3K in Q4 2025. 981 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • SHP Wealth Management held 400 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $31.8K as of Q1 2026.
  • SHP Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #604 holding.
  • SHP Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $32.3K in Q4 2025.
  • 981 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.