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 Q2	$401K	Buy	5,008 +17	+0.3%	+$1.36K	0.02%	436
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 $1.89T 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

Stratos Wealth Advisors's HYG Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.34% in Q2 2026, buying an estimated $1.36K and bringing the position to 5,008 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #436.

Stratos Wealth Advisors first reported a position in HYG in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.56M in Q2 2021. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Stratos Wealth Advisors held 5,008 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $401K as of Q2 2026.
Stratos Wealth Advisors bought 17 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.36K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #436 holding.
Stratos Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
Stratos Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.56M in Q2 2021.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.