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

Simplicity Wealth’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	$1.96M	Sell	24,595 -748	-3%	-$60.2K	0.11%	182
2025 Q4	$2.04M	Sell	25,343 -10,057	-28%	-$811K	0.12%	176
2025 Q3	$2.87M	Buy	35,400 +20,929	+145%	+$1.69M	0.17%	136
2025 Q2	$1.17M	Sell	14,471 -25,821	-64%	-$2.03M	0.05%	302
2025 Q1	$3.18M	Buy	40,292 +25,216	+167%	+$2M	0.25%	99
2024 Q4	$1.19M	Sell	15,076 -459	-3%	-$36.4K	0.25%	75
2024 Q3	$1.25M	Sell	15,535 -223	-1%	-$17.5K	0.12%	162
2024 Q2	$1.22M	Buy	15,758 +23	+0.1%	+$1.77K	0.03%	474
2024 Q1	$1.22M	Buy	+15,735	New	+$1.22M	0.03%	465

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

Simplicity Wealth's HYG Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3% in Q1 2026, selling an estimated $60.2K and leaving 24,595 shares worth $1.96M. The position accounts for 0.11% of the portfolio, ranked #182.

Simplicity Wealth first reported a position in HYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.18M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Simplicity Wealth held 24,595 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.96M as of Q1 2026.
Simplicity Wealth sold 748 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $60.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Simplicity Wealth's portfolio in Q1 2026, its #182 holding.
Simplicity Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.18M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.