Sincerus Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sincerus Advisory’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	-2,684	Closed	-$216K	–	78
2025 Q4	$216K	Buy	2,684 +101	+4%	+$8.14K	0.17%	69
2025 Q3	$210K	Sell	2,583 -116	-4%	-$9.35K	0.18%	66
2025 Q2	$217K	Buy	2,699 +36	+1%	+$2.84K	0.2%	63
2025 Q1	$210K	Buy	2,663 +15	+0.6%	+$1.19K	0.22%	61
2024 Q4	$208K	Buy	+2,648	New	+$210K	0.22%	61

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

Sincerus Advisory's HYG Position: Q1 2026 in Review

Sincerus Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 2,684 shares — an estimated $216K sold.

Sincerus Advisory first reported a position in HYG in Q4 2024 and held it in 5 quarters. The position peaked at $217K in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sincerus Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Sincerus Advisory sold 2,684 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $216K.
Sincerus Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Sincerus Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $217K in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sincerus Advisory's 13F filing for Q1 2026, filed 6 Apr 2026.