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Silver Oak Securities’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Silver Oak Securities’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 		$194K Sell
2,442
-2,251
-48% -$181K 0.01% 736
2025
Q4 		$379K Sell
4,693
-103
-2% -$8.3K 0.03% 544
2025
Q3 		$389K Buy
4,796
+1,140
+31% +$91.9K 0.03% 497
2025
Q2 		$295K Sell
3,656
-3,208
-47% -$253K 0.02% 543
2025
Q1 		$541K Buy
6,864
+1,809
+36% +$144K 0.05% 356
2024
Q4 		$398K Sell
5,055
-27
-0.5% -$2.14K 0.04% 437
2024
Q3 		$408K Sell
5,082
-3,582
-41% -$282K 0.04% 362
2024
Q2 		$668K Sell
8,664
-63
-0.7% -$4.84K 0.1% 178
2024
Q1 		$678K Sell
8,727
-3,040
-26% -$235K 0.1% 190
2023
Q4 		$911K Buy
11,767
+8,591
+270% +$640K 0.12% 177
2023
Q3 		$234K Sell
3,176
-117
-4% -$8.74K 0.05% 266
2023
Q2 		$247K Sell
3,293
-5,176
-61% -$386K 0.04% 384
2023
Q1 		$640K Buy
8,469
+3,687
+77% +$276K 0.11% 160
2022
Q4 		$352K Buy
4,782
+1,606
+51% +$118K 0.07% 208
2022
Q3 		$234K Sell
3,176
-164
-5% -$12.4K 0.05% 266
2022
Q2 		$257K Sell
3,340
-769
-19% -$59.8K 0.06% 221
2022
Q1 		$328K Buy
+4,109
New +$344K 0.07% 220

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 $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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Silver Oak Securities's HYG Position: Q1 2026 in Review

Silver Oak Securities reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 48% in Q1 2026, selling an estimated $181K and leaving 2,442 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #736.

Silver Oak Securities first reported a position in HYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $911K in Q4 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Silver Oak Securities held 2,442 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $194K as of Q1 2026.
  • Silver Oak Securities sold 2,251 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $181K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Silver Oak Securities's portfolio in Q1 2026, its #736 holding.
  • Silver Oak Securities first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $911K in Q4 2023.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.