Strategic Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Strategic 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	$9.26M	Sell	115,800 -3,879	-3%	-$310K	0.56%	34
2026 Q1	$9.52M	Buy	119,679 +10,475	+10%	+$843K	0.66%	32
2025 Q4	$8.8M	Buy	109,204 +94,161	+626%	+$7.59M	0.76%	30
2025 Q3	$11.9M	Buy	+15,043	New	+$1.21M	1.07%	26
2025 Q2	–	Sell	-173,651	Closed	-$13.7M	–	241
2025 Q1	$13.7M	Buy	173,651 +4,954	+3%	+$393K	1.45%	21
2024 Q4	$13.3M	Buy	168,697 +16,289	+11%	+$1.29M	1.41%	23
2024 Q3	$12.2M	Buy	152,408 +16,599	+12%	+$1.31M	1.34%	22
2024 Q2	$10.5M	Buy	135,809 +5,833	+4%	+$448K	1.28%	20
2024 Q1	$10.1M	Buy	129,976 +6,543	+5%	+$506K	1.3%	19
2023 Q4	$9.55M	Sell	123,433 -45,514	-27%	-$3.39M	1.38%	21
2023 Q3	$12.5M	Buy	+168,947	New	+$12.6M	2.05%	12
2023 Q1	–	Sell	-143,692	Closed	-$10.6M	–	243
2022 Q4	$10.6M	Buy	+143,692	New	+$10.6M	2.19%	12
2022 Q1	–	Sell	-134,622	Closed	-$11.7M	–	195
2021 Q4	$11.7M	Buy	134,622 +19,768	+17%	+$1.72M	2.26%	13
2021 Q3	$10M	Buy	114,854 +12,089	+12%	+$1.06M	2.2%	12
2021 Q2	$9.05M	Buy	102,765 +28,066	+38%	+$2.45M	2.07%	13
2021 Q1	$6.51M	Buy	74,699 +26,887	+56%	+$2.34M	1.69%	16
2020 Q4	$4.17M	Sell	47,812 -21,254	-31%	-$1.82M	1.2%	22
2020 Q3	$5.79M	Buy	69,066 +10,513	+18%	+$885K	1.96%	13
2020 Q2	$4.78M	Buy	58,553 +8,588	+17%	+$692K	1.8%	14
2020 Q1	$3.85M	Buy	49,965 +3,413	+7%	+$288K	1.77%	15
2019 Q4	$4.09M	Buy	46,552 +2,464	+6%	+$214K	1.69%	14
2019 Q3	$3.86M	Buy	44,088 +5,447	+14%	+$473K	1.85%	15
2019 Q2	$3.39M	Buy	38,641 +3,584	+10%	+$309K	1.85%	13
2019 Q1	$3.03M	Buy	35,057 +7,974	+29%	+$677K	2.08%	9
2018 Q4	$2.2M	Buy	+27,083	New	+$2.27M	1.97%	10

Other funds holding HYG

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Strategic Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.2% in Q2 2026, selling an estimated $310K and leaving 115,800 shares worth $9.26M. The position accounts for 0.56% of the portfolio, ranked #34.

Strategic Investment Advisors first reported a position in HYG in Q4 2018 and has held it in 25 quarters since. The position peaked at $13.7M in Q1 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Strategic Investment Advisors held 115,800 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $9.26M as of Q2 2026.
Strategic Investment Advisors sold 3,879 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $310K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.56% of Strategic Investment Advisors's portfolio in Q2 2026, its #34 holding.
Strategic Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 25 quarters since.
Strategic Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $13.7M in Q1 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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