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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$619K Buy
+8,012
New +$635K 0.4% 45
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

Sincerus Advisory's HYG Position: Q3 2026 in Review

Sincerus Advisory opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2026: 8,012 shares worth $619K. The stake represents 0.4% of the portfolio and ranks #45 among its holdings. This is a return to the name: Sincerus Advisory previously reported a position in HYG as recently as Q4 2025.

Sincerus Advisory first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • Sincerus Advisory held 8,012 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $619K as of Q3 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Sincerus Advisory position in Q3 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.4% of Sincerus Advisory's portfolio in Q3 2026, its #45 holding.
  • Sincerus Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.