Soltis Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Soltis Investment Advisors’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 Q2	$383K	Sell	4,784 -3,194	-40%	-$255K	0.02%	417
2026 Q1	$635K	Sell	7,978 -8,817	-52%	-$709K	0.04%	292
2025 Q4	$1.35M	Sell	16,795 -4,019	-19%	-$324K	0.09%	180
2025 Q3	$1.69M	Buy	+20,814	New	+$1.68M	0.12%	155

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Soltis Investment Advisors's HYG Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 40% in Q2 2026, selling an estimated $255K and leaving 4,784 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #417.

Soltis Investment Advisors first reported a position in HYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.69M in Q3 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Soltis Investment Advisors held 4,784 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $383K as of Q2 2026.
Soltis Investment Advisors sold 3,194 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $255K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #417 holding.
Soltis Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Soltis Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.69M in Q3 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.