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

Stratos Wealth 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 Q1	$397K	Sell	4,991 -4	-0.1%	-$322	0.02%	433
2025 Q4	$403K	Buy	4,995 +56	+1%	+$4.51K	0.02%	481
2025 Q3	$401K	Buy	4,939 +62	+1%	+$5K	0.02%	495
2025 Q2	$393K	Sell	4,877 -243	-5%	-$19.1K	0.02%	488
2025 Q1	$404K	Buy	5,120 +2,317	+83%	+$184K	0.02%	487
2024 Q4	$220K	Sell	2,803 -46	-2%	-$3.65K	0.01%	652
2024 Q3	$229K	Buy	2,849 +150	+6%	+$11.8K	0.01%	678
2024 Q2	$208K	Sell	2,699 -53	-2%	-$4.08K	0.01%	654
2024 Q1	$214K	Buy	+2,752	New	+$213K	0.01%	614
2023 Q4	–	Sell	-7,225	Closed	-$533K	–	708
2023 Q3	$533K	Sell	7,225 -30,163	-81%	-$2.25M	0.04%	421
2023 Q2	$2.81M	Buy	37,388 +23,832	+176%	+$1.78M	0.2%	139
2023 Q1	$1.02M	Sell	13,556 -29,539	-69%	-$2.21M	0.08%	281
2022 Q4	$3.17M	Buy	43,095 +1,707	+4%	+$126K	0.26%	110
2022 Q3	$2.96M	Buy	+41,388	New	+$3.13M	0.31%	91
2022 Q2	–	Sell	-2,949	Closed	-$243K	–	524
2022 Q1	$243K	Sell	2,949 -363	-11%	-$30.3K	0.02%	478
2021 Q4	$288K	Buy	3,312 +77	+2%	+$6.68K	0.02%	470
2021 Q3	$283K	Sell	3,235 -37,160	-92%	-$3.26M	0.02%	434
2021 Q2	$3.56M	Buy	40,395 +5,283	+15%	+$461K	0.31%	85
2021 Q1	$3.06M	Buy	35,112 +28,434	+426%	+$2.47M	0.33%	87
2020 Q4	$583K	Buy	6,678 +475	+8%	+$40.7K	0.08%	225
2020 Q3	$520K	Buy	6,203 +3,216	+108%	+$271K	0.13%	179
2020 Q2	$244K	Buy	2,987 +2,714	+994%	+$219K	0.07%	239
2020 Q1	$21K	Buy	+273	New	+$23.1K	0.01%	215

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

Stratos Wealth Advisors's HYG Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.08% in Q1 2026, selling an estimated $322 and leaving 4,991 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #433.

Stratos Wealth Advisors first reported a position in HYG in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.56M in Q2 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Stratos Wealth Advisors held 4,991 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $397K as of Q1 2026.
Stratos Wealth Advisors sold 4 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $322.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #433 holding.
Stratos Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and has held it in 23 quarters since.
Stratos Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.56M in Q2 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.