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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
Q2 		$484K Buy
6,053
+56
+0.9% +$4.48K 0.09% 66
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 $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Sovereign Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.93% in Q2 2026, buying an estimated $4.48K and bringing the position to 6,053 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #66.

Sovereign Investment Advisors first reported a position in HYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q4 2019. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Sovereign Investment Advisors held 6,053 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $484K as of Q2 2026.
  • Sovereign Investment Advisors bought 56 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.48K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Sovereign Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Sovereign Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Sovereign Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.02M in Q4 2019.
  • 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.