Summit Securities Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-52,600
| Closed | -$4.24M | – | 1200 |
|
|
2025
Q4 | $4.24M | Buy |
+52,600
| New | +$4.24M | 0.55% | 40 |
|
|
2025
Q3 | – | Sell |
-60,300
| Closed | -$4.86M | – | 1182 |
|
|
2025
Q2 | $4.86M | Buy |
+60,300
| New | +$4.75M | 0.94% | 20 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$116K | – | 670 |
|
|
2023
Q4 | $116K | Buy |
+1,500
| New | +$112K | 0.01% | 314 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$8K | – | 779 |
|
|
2023
Q2 | $8K | Sell |
100
-600
| -86% | -$44.8K | ﹤0.01% | 793 |
|
|
2023
Q1 | $53K | Buy |
+700
| New | +$52.4K | ﹤0.01% | 409 |
|
|
2022
Q4 | – | Sell |
-300
| Closed | -$21K | – | 1242 |
|
|
2022
Q3 | $21K | Hold |
300
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $22K | Sell |
300
-132,500
| -100% | -$10.3M | ﹤0.01% | 749 |
|
|
2022
Q1 | $10.9M | Buy |
+132,800
| New | +$11.1M | 1.22% | 12 |
|
|
2021
Q4 | – | Sell |
-56,200
| Closed | -$4.88M | – | 867 |
|
|
2021
Q3 | $4.92M | Buy |
56,200
+1,700
| +3% | +$149K | 0.38% | 64 |
|
|
2021
Q2 | $4.8M | Buy |
54,500
+16,100
| +42% | +$1.41M | 0.4% | 52 |
|
|
2021
Q1 | $3.35M | Buy |
38,400
+33,700
| +717% | +$2.93M | 0.37% | 52 |
|
|
2020
Q4 | $410K | Buy |
4,700
+1,000
| +27% | +$85.6K | 0.03% | 394 |
|
|
2020
Q3 | $310K | Buy |
+3,700
| New | +$311K | 0.03% | 279 |
|
|
2019
Q4 | – | Sell |
-5,900
| Closed | -$513K | – | 471 |
|
|
2019
Q3 | $514K | Buy |
5,900
+500
| +9% | +$43.4K | 0.05% | 190 |
|
|
2019
Q2 | $471K | Sell |
5,400
-38,100
| -88% | -$3.29M | 0.05% | 213 |
|
|
2019
Q1 | $3.76M | Buy |
+43,500
| New | +$3.69M | 0.69% | 29 |
|
|
2018
Q4 | – | Sell |
-4,500
| Closed | -$377K | – | 325 |
|
|
2018
Q3 | $389K | Buy |
+4,500
| New | +$387K | 0.14% | 103 |
|
|
2017
Q4 | – | Sell |
-49,100
| Closed | -$4.36M | – | 217 |
|
|
2017
Q3 | $4.36M | Sell |
49,100
-49,300
| -50% | -$4.35M | 0.74% | 18 |
|
|
2017
Q2 | $8.7M | Buy |
98,400
+89,700
| +1,031% | +$7.9M | 1.55% | 9 |
|
|
2017
Q1 | $764K | Buy |
8,700
+5,700
| +190% | +$498K | 0.22% | 96 |
|
|
2016
Q4 | $260K | Sell |
3,000
-12,600
| -81% | -$1.08M | 0.06% | 217 |
|
|
2016
Q3 | $1.36M | Sell |
15,600
-154,911
| -91% | -$13.3M | 0.46% | 37 |
|
|
2016
Q2 | $14.4M | Buy |
170,511
+120,145
| +239% | +$9.98M | 7.71% | 1 |
|
|
2016
Q1 | $4.11M | Buy |
50,366
+42,646
| +552% | +$3.39M | 2.88% | 7 |
|
|
2015
Q4 | $622K | Buy |
7,720
+4,720
| +157% | +$392K | 0.2% | 78 |
|
|
2015
Q3 | $250K | Buy |
+3,000
| New | +$260K | 0.18% | 73 |
|
|
2015
Q2 | – | Sell |
-12,700
| Closed | -$1.15M | – | 530 |
|
|
2015
Q1 | $1.15M | Buy |
+12,700
| New | +$1.15M | 0.86% | 16 |
|
|
2014
Q2 | – | Sell |
-56,100
| Closed | -$5.29M | – | 611 |
|
|
2014
Q1 | $5.29M | Buy |
+56,100
| New | +$5.26M | 3.17% | 6 |
|
Other funds holding HYG
CCMG
BCIM
JSTA
OTPPB
Summit Securities Group's HYG Position: Q1 2026 in Review
Summit Securities Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 52,600 shares — an estimated $4.24M sold.
Summit Securities Group first reported a position in HYG in Q1 2014 and held it in 28 quarters. The position peaked at $14.4M in Q2 2016. 985 funds tracked by Wall St. Rank hold HYG as of Q1 2026.
- Summit Securities Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 52,600 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.24M.
- Summit Securities Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2014 and held it in 28 quarters.
- Summit Securities Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $14.4M in Q2 2016.
- 985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.