Sigma Planning Corp’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sigma Planning Corp’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	$740K	Buy	9,300 +208	+2%	+$16.7K	0.02%	686
2025 Q4	$733K	Sell	9,092 -764	-8%	-$61.6K	0.02%	646
2025 Q3	$800K	Sell	9,856 -505	-5%	-$40.7K	0.02%	611
2025 Q2	$836K	Buy	10,361 +274	+3%	+$21.6K	0.03%	559
2025 Q1	$796K	Sell	10,087 -8,193	-45%	-$650K	0.03%	561
2024 Q4	$1.44M	Sell	18,280 -436	-2%	-$34.6K	0.05%	367
2024 Q3	$1.5M	Buy	18,716 +298	+2%	+$23.4K	0.05%	372
2024 Q2	$1.42M	Sell	18,418 -1,685	-8%	-$130K	0.05%	372
2024 Q1	$1.56M	Buy	20,103 +16,326	+432%	+$1.26M	0.05%	374
2023 Q4	$292K	Sell	3,777 -10,238	-73%	-$763K	0.02%	631
2023 Q3	$1.03M	Buy	14,015 +4,138	+42%	+$309K	0.04%	455
2023 Q2	$742K	Sell	9,877 -9,720	-50%	-$725K	0.03%	573
2023 Q1	$1.48M	Sell	19,597 -49,446	-72%	-$3.7M	0.05%	374
2022 Q4	$5.08M	Sell	69,043 -9,686	-12%	-$714K	0.18%	124
2022 Q3	$5.62M	Sell	78,729 -1,094	-1%	-$82.7K	0.21%	104
2022 Q2	$5.88M	Sell	79,823 -5,885	-7%	-$458K	0.2%	104
2022 Q1	$7.05M	Sell	85,708 -11,420	-12%	-$955K	0.21%	91
2021 Q4	$8.45M	Sell	97,128 -6,756	-7%	-$586K	0.24%	81
2021 Q3	$9.09M	Sell	103,884 -22,894	-18%	-$2.01M	0.27%	70
2021 Q2	$11.2M	Buy	126,778 +10,837	+9%	+$946K	0.33%	54
2021 Q1	$10.1M	Sell	115,941 -72,947	-39%	-$6.35M	0.32%	62
2020 Q4	$16.5M	Buy	188,888 +8,151	+5%	+$698K	0.56%	25
2020 Q3	$15.2M	Buy	180,737 +70,839	+64%	+$5.96M	0.6%	22
2020 Q2	$8.97M	Sell	109,898 -15,074	-12%	-$1.21M	0.39%	44
2020 Q1	$9.63M	Sell	124,972 -73,041	-37%	-$6.17M	0.57%	27
2019 Q4	$17.4M	Buy	198,013 +15,588	+9%	+$1.36M	0.73%	21
2019 Q3	$15.9M	Buy	182,425 +4,013	+2%	+$349K	0.76%	20
2019 Q2	$15.6M	Sell	178,412 -2,171	-1%	-$187K	0.8%	17
2019 Q1	$15.6M	Buy	180,583 +29,299	+19%	+$2.49M	0.89%	18
2018 Q4	$12.3M	Sell	151,284 -2,080	-1%	-$174K	0.89%	15
2018 Q3	$13.3M	Buy	153,364 +13,027	+9%	+$1.12M	0.78%	21
2018 Q2	$11.9M	Buy	140,337 +547	+0.4%	+$46.9K	0.8%	20
2018 Q1	$12M	Buy	139,790 +4,655	+3%	+$402K	0.88%	16
2017 Q4	$11.8M	Buy	135,135 +14,609	+12%	+$1.28M	0.91%	12
2017 Q3	$10.7M	Buy	120,526 +15,465	+15%	+$1.36M	0.88%	13
2017 Q2	$9.29M	Sell	105,061 -8,724	-8%	-$768K	0.87%	12
2017 Q1	$9.99M	Buy	113,785 +11,149	+11%	+$974K	0.97%	11
2016 Q4	$8.88M	Buy	102,636 +4,939	+5%	+$425K	0.97%	14
2016 Q3	$8.53M	Buy	97,697 +39,219	+67%	+$3.37M	1.01%	8
2016 Q2	$4.95M	Sell	58,478 -26,138	-31%	-$2.17M	0.65%	32
2016 Q1	$6.91M	Buy	84,616 +50,556	+148%	+$4.01M	0.94%	15
2015 Q4	$2.75M	Sell	34,060 -203	-0.6%	-$16.9K	0.38%	53
2015 Q3	$2.85M	Sell	34,263 -25,320	-42%	-$2.19M	0.45%	41
2015 Q2	$5.29M	Sell	59,583 -19,259	-24%	-$1.74M	0.73%	14
2015 Q1	$7.14M	Buy	78,842 +6,300	+9%	+$570K	0.95%	9
2014 Q4	$6.5M	Buy	+72,542	New	+$6.6M	0.86%	13

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

Sigma Planning Corp's HYG Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.3% in Q1 2026, buying an estimated $16.7K and bringing the position to 9,300 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #686.

Sigma Planning Corp first reported a position in HYG in Q4 2014 and has held it in 46 quarters since. The position peaked at $17.4M in Q4 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sigma Planning Corp held 9,300 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $740K as of Q1 2026.
Sigma Planning Corp bought 208 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $16.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #686 holding.
Sigma Planning Corp first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17.4M in Q4 2019.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.