Stelac Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Stelac Advisory Services’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	$166K	Hold	2,083	–	–	0.03%	132
2025 Q4	$168K	Sell	2,083 -4,532	-69%	-$365K	0.06%	90
2025 Q3	$537K	Buy	6,615 +1,606	+32%	+$129K	0.19%	59
2025 Q2	$403K	Sell	5,009 -958	-16%	-$75.5K	0.15%	61
2025 Q1	$470K	Buy	5,967 +2,203	+59%	+$175K	0.19%	59
2024 Q4	$296K	Hold	3,764	–	–	0.12%	70
2024 Q3	$302K	Hold	3,764	–	–	0.12%	64
2024 Q2	$290K	Hold	3,764	–	–	0.12%	66
2024 Q1	$292K	Buy	3,764 +709	+23%	+$54.8K	0.14%	63
2023 Q4	$237K	Buy	3,055 +485	+19%	+$36.2K	0.13%	63
2023 Q3	$190K	Buy	2,570 +957	+59%	+$71.5K	0.1%	80
2023 Q2	$121K	Sell	1,613 -395	-20%	-$29.5K	0.05%	140
2023 Q1	$152K	Sell	2,008 -1,212	-38%	-$90.8K	0.07%	135
2022 Q4	$237K	Sell	3,220 -5,991	-65%	-$442K	0.11%	123
2022 Q3	$658K	Sell	9,211 -1,002	-10%	-$75.7K	0.3%	52
2022 Q2	$752K	Sell	10,213 -1,801	-15%	-$140K	0.3%	51
2022 Q1	$989K	Buy	12,014 +156	+1%	+$13K	0.36%	44
2021 Q4	$1.03M	Buy	11,858 +302	+3%	+$26.2K	0.28%	54
2021 Q3	$1.01M	Buy	11,556 +324	+3%	+$28.4K	0.27%	57
2021 Q2	$989K	Buy	11,232 +3,614	+47%	+$316K	0.23%	80
2021 Q1	$664K	Sell	7,618 -1,050	-12%	-$91.3K	0.24%	81
2020 Q4	$591K	Buy	8,668 +2,715	+46%	+$232K	0.15%	97
2020 Q3	$499K	Buy	5,953 +3,801	+177%	+$320K	0.17%	87
2020 Q2	$176K	Sell	2,152 -5,864	-73%	-$473K	0.07%	116
2020 Q1	$472K	Sell	8,016 -3,691	-32%	-$312K	0.23%	53
2019 Q4	$862K	Buy	11,707 +2,030	+21%	+$177K	0.62%	28
2019 Q3	$678K	Buy	9,677 +3,243	+50%	+$282K	0.48%	31
2019 Q2	$395K	Sell	6,434 -3,948	-38%	-$341K	0.3%	34
2019 Q1	$688K	Hold	10,382	–	–	0.33%	27
2018 Q4	$688K	Buy	10,382 +1,945	+23%	+$163K	0.34%	27
2018 Q3	$833K	Sell	8,437 -11,220	-57%	-$964K	0.24%	36
2018 Q2	$1.67M	Buy	19,657 +6,535	+50%	+$560K	0.46%	23
2018 Q1	$1.12M	Buy	13,122 +9,816	+297%	+$848K	0.34%	25
2017 Q4	$288K	Buy	3,306 +505	+18%	+$44.3K	0.12%	36
2017 Q3	$249K	Hold	2,801	–	–	0.07%	56
2017 Q2	$248K	Buy	2,801 +396	+16%	+$34.9K	0.08%	52
2017 Q1	$211K	Hold	2,405	–	–	0.07%	55
2016 Q4	$208K	Buy	+2,405	New	+$207K	0.07%	56
2016 Q3	–	Sell	-1,561	Closed	-$129K	–	59
2016 Q2	$129K	Sell	1,561 -2,498	-62%	-$208K	0.04%	61
2016 Q1	$333K	Sell	4,059 -20,945	-84%	-$1.66M	0.11%	28
2015 Q4	$2.14M	Sell	25,004 -15,122	-38%	-$1.26M	0.67%	19
2015 Q3	$3.23M	Buy	40,126 +3,545	+10%	+$307K	0.89%	19
2015 Q2	$3.15M	Buy	36,581 +9,029	+33%	+$816K	0.82%	19
2015 Q1	$2.49M	Buy	27,552 +5,902	+27%	+$534K	0.69%	20
2014 Q4	$1.93M	Buy	21,650 +6,853	+46%	+$624K	0.56%	19
2014 Q3	$1.35M	Buy	14,797 +3,247	+28%	+$304K	0.42%	18
2014 Q2	$1.1M	Buy	11,550 +2,102	+22%	+$199K	0.41%	19
2014 Q1	$892K	Buy	9,448 +479	+5%	+$44.9K	0.34%	20
2013 Q4	$833K	Sell	8,969 -180	-2%	-$16.7K	0.41%	19
2013 Q3	$838K	Buy	9,149 +7,140	+355%	+$655K	0.43%	20
2013 Q2	$183K	Buy	+2,009	New	+$189K	0.11%	22

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 $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Stelac Advisory Services's HYG Position: Q1 2026 in Review

Stelac Advisory Services held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 2,083 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #132.

Stelac Advisory Services first reported a position in HYG in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.23M in Q3 2015. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Stelac Advisory Services held 2,083 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $166K as of Q1 2026.
Stelac Advisory Services left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Stelac Advisory Services's portfolio in Q1 2026, its #132 holding.
Stelac Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 51 quarters since.
Stelac Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.23M in Q3 2015.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.