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

SkyOak 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	$238K	Hold	2,990	–	–	0.04%	219
2025 Q4	$241K	Hold	2,990	–	–	0.04%	215
2025 Q3	$243K	Hold	2,990	–	–	0.05%	219
2025 Q2	$241K	Sell	2,990 -750	-20%	-$59.1K	0.05%	211
2025 Q1	$295K	Hold	3,740	–	–	0.06%	173
2024 Q4	$294K	Buy	+3,740	New	+$297K	0.06%	178
2021 Q1	–	Sell	-4,702	Closed	-$410K	–	241
2020 Q4	$410K	Hold	4,702	–	–	0.13%	140
2020 Q3	$394K	Hold	4,702	–	–	0.14%	133
2020 Q2	$384K	Sell	4,702 -299	-6%	-$24.1K	0.14%	153
2020 Q1	$385K	Sell	5,001 -135	-3%	-$11.4K	0.2%	127
2019 Q4	$452K	Buy	+5,136	New	+$447K	0.14%	180

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

SkyOak Wealth's HYG Position: Q1 2026 in Review

SkyOak Wealth held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 2,990 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #219.

SkyOak Wealth first reported a position in HYG in Q4 2019 and has held it in 11 quarters since. The position peaked at $452K in Q4 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

SkyOak Wealth held 2,990 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $238K as of Q1 2026.
SkyOak Wealth left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #219 holding.
SkyOak Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 11 quarters since.
SkyOak Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $452K in Q4 2019.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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