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

Sovereign 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
Q1 		$477K Buy
+5,997
New +$482K 0.1% 55
2025
Q4 		– Sell
-6,324
Closed -$513K – 40
2025
Q3 		$513K Sell
6,324
-3,385
-35% -$273K 0.14% 31
2025
Q2 		$783K Buy
9,709
+359
+4% +$28.3K 0.22% 31
2025
Q1 		$727K Sell
9,350
-264
-3% -$21K 0.25% 31
2024
Q4 		$756K Buy
9,614
+75
+0.8% +$5.95K 0.23% 39
2024
Q3 		$766K Buy
9,539
+228
+2% +$17.9K 0.25% 32
2024
Q2 		$721K Sell
9,311
-39
-0.4% -$3K 0.27% 31
2024
Q1 		$727K Buy
9,350
+39
+0.4% +$3.01K 0.25% 32
2023
Q4 		$721K Buy
9,311
+71
+0.8% +$5.29K 0.27% 31
2023
Q3 		$681K Buy
9,240
+53
+0.6% +$3.96K 0.27% 31
2023
Q2 		$690K Buy
9,187
+48
+0.5% +$3.58K 0.26% 33
2023
Q1 		$690K Buy
9,139
+37
+0.4% +$2.77K 0.27% 31
2022
Q4 		$670K Buy
9,102
+63
+0.7% +$4.64K 0.28% 30
2022
Q3 		$645K Buy
9,039
+44
+0.5% +$3.33K 0.29% 30
2022
Q2 		$662K Buy
8,995
+39
+0.4% +$3.03K 0.29% 30
2022
Q1 		$737K Buy
8,956
+25
+0.3% +$2.09K 0.29% 27
2021
Q4 		$777K Buy
8,931
+42
+0.5% +$3.64K 0.3% 27
2021
Q3 		$778K Buy
8,889
+31
+0.3% +$2.72K 0.31% 29
2021
Q2 		$780K Buy
8,858
+32
+0.4% +$2.79K 0.29% 30
2021
Q1 		$769K Buy
8,826
+23
+0.3% +$2K 0.31% 30
2020
Q4 		$769K Buy
8,803
+51
+0.6% +$4.37K 0.31% 29
2020
Q3 		$734K Sell
8,752
-2,912
-25% -$245K 0.29% 30
2020
Q2 		$952K Buy
11,664
+41
+0.4% +$3.3K 0.43% 19
2020
Q1 		$896K Buy
11,623
+27
+0.2% +$2.28K 0.46% 19
2019
Q4 		$1.02M Buy
+11,596
New +$1.01M 0.46% 20

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sovereign Investment Advisors's HYG Position: Q1 2026 in Review

Sovereign Investment Advisors opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026: 5,997 shares worth $477K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings. This is a return to the name: Sovereign Investment Advisors previously reported a position in HYG as recently as Q3 2025.

Sovereign Investment Advisors first reported a position in HYG in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.02M in Q4 2019. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Sovereign Investment Advisors held 5,997 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $477K as of Q1 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Sovereign Investment Advisors position in Q1 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.1% of Sovereign Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • Sovereign Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Sovereign Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.02M in Q4 2019.
  • 979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sovereign Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.