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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
2024
Q1 		– Sell
-1,000
Closed -$77K – 671
2023
Q4 		$77K Buy
+1,000
New +$74.6K 0.01% 363
2020
Q1 		– Sell
-2,539
Closed -$22.3M – 373
2019
Q4 		$22.3M Buy
+2,539
New +$221K 1.69% 10

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
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.