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

Stone Summit 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	$1.45M	Sell	18,200 -1,822	-9%	-$147K	0.4%	60
2025 Q4	$1.61M	Sell	20,022 -860	-4%	-$69.3K	0.44%	57
2025 Q3	$1.7M	Sell	20,882 -1,696	-8%	-$137K	0.48%	56
2025 Q2	$1.82M	Buy	22,578 +1,245	+6%	+$98.1K	0.56%	56
2025 Q1	$1.68M	Buy	21,333 +6,610	+45%	+$525K	0.57%	55
2024 Q4	$1.16M	Sell	14,723 -1,061	-7%	-$84.2K	0.39%	66
2024 Q3	$1.27M	Sell	15,784 -1,385	-8%	-$109K	0.41%	68
2024 Q2	$1.32M	Sell	17,169 -1,487	-8%	-$114K	0.47%	61
2024 Q1	$1.45M	Sell	18,656 -4,276	-19%	-$330K	0.5%	61
2023 Q4	$1.77M	Buy	22,932 +2,495	+12%	+$186K	0.68%	50
2023 Q3	$1.51M	Buy	20,437 +1,845	+10%	+$138K	0.65%	56
2023 Q2	$1.4M	Buy	18,592 +1,420	+8%	+$106K	0.58%	59
2023 Q1	$1.3M	Buy	17,172 +4,021	+31%	+$301K	0.58%	60
2022 Q4	$968K	Buy	13,151 +8,325	+173%	+$614K	0.47%	62
2022 Q3	$345K	Sell	4,826 -145	-3%	-$11K	0.21%	95
2022 Q2	$366K	Buy	4,971 +126	+3%	+$9.8K	0.22%	94
2022 Q1	$392K	Buy	4,845 +1,370	+39%	+$115K	0.22%	97
2021 Q4	$304K	Buy	+3,475	New	+$301K	0.25%	96

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

Stone Summit Wealth's HYG Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.1% in Q1 2026, selling an estimated $147K and leaving 18,200 shares worth $1.45M. The position accounts for 0.4% of the portfolio, ranked #60.

Stone Summit Wealth first reported a position in HYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Stone Summit Wealth held 18,200 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.45M as of Q1 2026.
Stone Summit Wealth sold 1,822 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $147K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.4% of Stone Summit Wealth's portfolio in Q1 2026, its #60 holding.
Stone Summit Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.82M in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.