Summit Securities Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Summit Securities Group’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
2022 Q3	–	Sell	-43,100	Closed	-$3.17M	–	1035
2022 Q2	$3.17M	Sell	43,100 -12,000	-22%	-$933K	0.39%	43
2022 Q1	$4.53M	Hold	55,100	–	–	0.51%	40
2021 Q4	$4.79M	Buy	+55,100	New	+$4.78M	0.22%	81
2019 Q1	–	Sell	-30	Closed	-$243K	–	273
2018 Q4	$243K	Buy	+30	New	+$2.51K	0.02%	267

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

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. 978 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.
978 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.