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

Sterling Wealth Management’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	-7,198	Closed	-$580K	–	115
2025 Q4	$580K	Hold	7,198	–	–	0.17%	54
2025 Q3	$584K	Hold	7,198	–	–	0.18%	54
2025 Q2	$581K	Buy	+7,198	New	+$567K	0.2%	52
2024 Q4	$577K	Hold	7,341	–	–	0.21%	55
2024 Q3	$589K	Buy	7,341 +42	+0.6%	+$3.3K	0.22%	55
2024 Q2	$563K	Hold	7,299	–	–	0.27%	52
2024 Q1	$567K	Sell	7,299 -781	-10%	-$60.4K	0.28%	47
2023 Q4	$625K	Buy	+8,080	New	+$602K	0.35%	41

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 $4.81B AUM 4.62% 1-Year Est. Return

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Sterling Wealth Management's HYG Position: Q1 2026 in Review

Sterling Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 7,198 shares — an estimated $580K sold.

Sterling Wealth Management first reported a position in HYG in Q4 2023 and held it in 8 quarters. The position peaked at $625K in Q4 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sterling Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Sterling Wealth Management sold 7,198 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $580K.
Sterling Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Sterling Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $625K in Q4 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.