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

Summit Wealth 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
2026 Q1	$203K	Hold	2,554	–	–	0.05%	124
2025 Q4	$206K	Hold	2,554	–	–	0.05%	116
2025 Q3	$207K	Hold	2,554	–	–	0.05%	108
2025 Q2	$206K	Hold	2,554	–	–	0.05%	110
2025 Q1	$201K	Hold	2,554	–	–	0.06%	100
2024 Q4	$201K	Sell	2,554 -1,509	-37%	-$120K	0.06%	98
2024 Q3	$326K	Buy	4,063 +28	+0.7%	+$2.2K	0.09%	70
2024 Q2	$311K	Buy	+4,035	New	+$310K	0.09%	65
2023 Q3	–	Sell	-4,035	Closed	-$303K	–	50
2023 Q2	$303K	Sell	4,035 -297,787	-99%	-$22.2M	0.12%	60
2023 Q1	$4K	Buy	+301,822	New	+$22.6M	0.1%	61
2021 Q4	–	Sell	-6,678	Closed	-$584K	–	36
2021 Q3	$584K	Buy	+6,678	New	+$586K	0.92%	20
2021 Q1	–	Sell	-5,323	Closed	-$465K	–	197
2020 Q4	$465K	Hold	5,323	–	–	0.29%	30
2020 Q3	$447K	Buy	5,323 +289	+6%	+$24.3K	0.39%	22
2020 Q2	$411K	Sell	5,034 -685	-12%	-$55.2K	0.38%	21
2020 Q1	$441K	Buy	5,719 +539	+10%	+$45.5K	0.45%	17
2019 Q4	$456K	Buy	+5,180	New	+$451K	0.43%	18

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 Wealth Group's HYG Position: Q1 2026 in Review

Summit Wealth Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 2,554 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #124.

Summit Wealth Group first reported a position in HYG in Q4 2019 and has held it in 16 quarters since. The position peaked at $584K in Q3 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Summit Wealth Group held 2,554 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $203K as of Q1 2026.
Summit Wealth Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Summit Wealth Group's portfolio in Q1 2026, its #124 holding.
Summit Wealth Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
Summit Wealth Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $584K in Q3 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.