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

Stratos Wealth Partners’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	$638K	Sell	8,023 -4,240	-35%	-$341K	0.01%	970
2025 Q4	$989K	Buy	12,263 +240	+2%	+$19.3K	0.01%	775
2025 Q3	$976K	Buy	12,023 +3,625	+43%	+$292K	0.01%	763
2025 Q2	$677K	Sell	8,398 -9,764	-54%	-$769K	0.01%	823
2025 Q1	$1.43M	Sell	18,162 -3,486	-16%	-$277K	0.02%	544
2024 Q4	$1.7M	Buy	21,648 +5,343	+33%	+$424K	0.02%	520
2024 Q3	$1.31M	Sell	16,305 -40,802	-71%	-$3.21M	0.02%	579
2024 Q2	$4.41M	Sell	57,107 -505	-0.9%	-$38.8K	0.07%	274
2024 Q1	$4.48M	Buy	57,612 +4,194	+8%	+$324K	0.07%	260
2023 Q4	$4.13M	Sell	53,418 -1,187	-2%	-$88.5K	0.08%	256
2023 Q3	$4.03M	Sell	54,605 -17,811	-25%	-$1.33M	0.09%	236
2023 Q2	$5.44M	Buy	72,416 +48,425	+202%	+$3.61M	0.12%	181
2023 Q1	$1.81M	Sell	23,991 -50,836	-68%	-$3.81M	0.05%	345
2022 Q4	$5.51M	Buy	74,827 +42,109	+129%	+$3.1M	0.14%	162
2022 Q3	$2.34M	Sell	32,718 -3,020	-8%	-$228K	0.07%	281
2022 Q2	$2.63M	Sell	35,738 -31,377	-47%	-$2.44M	0.07%	270
2022 Q1	$5.52M	Buy	67,115 +36,240	+117%	+$3.03M	0.12%	173
2021 Q4	$2.69M	Sell	30,875 -66	-0.2%	-$5.73K	0.06%	292
2021 Q3	$2.71M	Buy	30,941 +431	+1%	+$37.8K	0.07%	267
2021 Q2	$2.69M	Buy	30,510 +885	+3%	+$77.3K	0.07%	271
2021 Q1	$2.58M	Sell	29,625 -103	-0.3%	-$8.96K	0.07%	248
2020 Q4	$2.6M	Sell	29,728 -414	-1%	-$35.4K	0.08%	239
2020 Q3	$2.53M	Sell	30,142 -5,033	-14%	-$424K	0.08%	235
2020 Q2	$2.87M	Sell	35,175 -6,090	-15%	-$491K	0.1%	207
2020 Q1	$3.18M	Sell	41,265 -22,510	-35%	-$1.9M	0.15%	142
2019 Q4	$5.61M	Buy	63,775 +3,895	+7%	+$339K	0.22%	100
2019 Q3	$5.22M	Buy	59,880 +6,470	+12%	+$562K	0.23%	95
2019 Q2	$4.66M	Buy	53,410 +1,563	+3%	+$135K	0.2%	106
2019 Q1	$4.48M	Sell	51,847 -241	-0.5%	-$20.5K	0.2%	102
2018 Q4	$4.22M	Sell	52,088 -2,338	-4%	-$196K	0.22%	98
2018 Q3	$4.71M	Buy	54,426 +12,813	+31%	+$1.1M	0.21%	97
2018 Q2	$3.54M	Buy	41,613 +2,828	+7%	+$242K	0.16%	137
2018 Q1	$3.32M	Sell	38,785 -2,654	-6%	-$229K	0.14%	152
2017 Q4	$3.62M	Sell	41,439 -3,249	-7%	-$285K	0.16%	131
2017 Q3	$3.97M	Sell	44,688 -14,949	-25%	-$1.32M	0.19%	119
2017 Q2	$5.27M	Buy	59,637 +1,998	+3%	+$176K	0.27%	83
2017 Q1	$5.06M	Buy	57,639 +6,439	+13%	+$562K	0.29%	79
2016 Q4	$4.43M	Buy	51,200 +18,809	+58%	+$1.62M	0.28%	80
2016 Q3	$2.83M	Buy	32,391 +13,587	+72%	+$1.17M	0.19%	109
2016 Q2	$1.59M	Buy	18,804 +9,470	+101%	+$787K	0.12%	165
2016 Q1	$762K	Buy	9,334 +1,890	+25%	+$150K	0.07%	224
2015 Q4	$600K	Sell	7,444 -1,512	-17%	-$126K	0.05%	259
2015 Q3	$746K	Buy	8,956 +1,636	+22%	+$142K	0.09%	189
2015 Q2	$651K	Sell	7,320 -907	-11%	-$82K	0.08%	215
2015 Q1	$744K	Sell	8,227 -433	-5%	-$39.2K	0.09%	215
2014 Q4	$776K	Buy	+8,660	New	+$788K	0.14%	154

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 Partners's HYG Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 35% in Q1 2026, selling an estimated $341K and leaving 8,023 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #970.

Stratos Wealth Partners first reported a position in HYG in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.61M in Q4 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Stratos Wealth Partners held 8,023 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $638K as of Q1 2026.
Stratos Wealth Partners sold 4,240 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $341K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #970 holding.
Stratos Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
Stratos Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.61M in Q4 2019.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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