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

SteelPeak 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 		– Sell
-2,998
Closed -$242K – 609
2025
Q4 		$242K Buy
+2,998
New +$242K 0.01% 467
2025
Q1 		– Sell
-5,857
Closed -$461K – 625
2024
Q4 		$461K Buy
+5,857
New +$465K 0.02% 352
2023
Q4 		– Sell
-3,025
Closed -$223K – 470
2023
Q3 		$223K Sell
3,025
-650
-18% -$48.5K 0.01% 369
2023
Q2 		$276K Buy
3,675
+278
+8% +$20.7K 0.02% 339
2023
Q1 		$257K Sell
3,397
-943
-22% -$70.6K 0.02% 325
2022
Q4 		$320K Sell
4,340
-413
-9% -$30.4K 0.02% 299
2022
Q3 		$339K Sell
4,753
-70
-1% -$5.29K 0.03% 307
2022
Q2 		$355K Sell
4,823
-1,500
-24% -$117K 0.03% 296
2022
Q1 		$520K Sell
6,323
-226
-3% -$18.9K 0.03% 278
2021
Q4 		$570K Sell
6,549
-1,167
-15% -$101K 0.03% 237
2021
Q3 		$675K Sell
7,716
-18,259
-70% -$1.6M 0.04% 212
2021
Q2 		$2.29M Sell
25,975
-2,330
-8% -$203K 0.16% 109
2021
Q1 		$2.47M Buy
28,305
+15,090
+114% +$1.31M 0.19% 93
2020
Q4 		$1.15M Sell
13,215
-15,670
-54% -$1.34M 0.1% 144
2020
Q3 		$2.42M Buy
28,885
+15,981
+124% +$1.35M 0.26% 83
2020
Q2 		$1.05M Sell
12,904
-20,133
-61% -$1.62M 0.13% 110
2020
Q1 		$2.55M Sell
33,037
-23,441
-42% -$1.98M 0.4% 64
2019
Q4 		$4.97M Buy
+56,478
New +$4.91M 0.68% 43

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SteelPeak Wealth's HYG Position: Q1 2026 in Review

SteelPeak Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 2,998 shares — an estimated $242K sold.

SteelPeak Wealth first reported a position in HYG in Q4 2019 and held it in 18 quarters. The position peaked at $4.97M in Q4 2019. 986 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • SteelPeak Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 2,998 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $242K.
  • SteelPeak Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 18 quarters.
  • SteelPeak Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.97M in Q4 2019.
  • 986 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.