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

Summit 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	$578K	Sell	7,264 -649	-8%	-$52.2K	0.09%	144
2025 Q4	$638K	Sell	7,913 -1,423	-15%	-$115K	0.12%	107
2025 Q3	$758K	Sell	9,336 -2,430	-21%	-$196K	0.14%	104
2025 Q2	$949K	Sell	11,766 -2,368	-17%	-$187K	0.18%	84
2025 Q1	$1.12M	Sell	14,134 -1,044	-7%	-$82.9K	0.23%	73
2024 Q4	$1.19M	Sell	15,178 -822	-5%	-$65.3K	0.25%	70
2024 Q3	$1.28M	Sell	16,000 -3,781	-19%	-$297K	0.25%	74
2024 Q2	$1.53M	Buy	19,781 +1,760	+10%	+$135K	0.32%	64
2024 Q1	$1.4M	Buy	18,021 +628	+4%	+$48.5K	0.3%	62
2023 Q4	$1.35M	Buy	17,393 +431	+3%	+$32.1K	0.31%	57
2023 Q3	$1.25M	Buy	16,962 +114	+0.7%	+$8.51K	0.32%	55
2023 Q2	$1.26M	Buy	16,848 +372	+2%	+$27.8K	0.32%	54
2023 Q1	$1.24M	Buy	16,476 +39	+0.2%	+$2.92K	0.32%	53
2022 Q4	$1.21M	Sell	16,437 -2,057	-11%	-$152K	0.32%	56
2022 Q3	$1.32M	Sell	18,494 -1,314	-7%	-$99.3K	0.37%	47
2022 Q2	$1.46M	Sell	19,808 -249	-1%	-$19.4K	0.39%	42
2022 Q1	$1.65M	Buy	20,057 +492	+3%	+$41.1K	0.37%	41
2021 Q4	$1.7M	Sell	19,565 -367	-2%	-$31.8K	0.37%	43
2021 Q3	$1.74M	Buy	19,932 +520	+3%	+$45.6K	0.41%	38
2021 Q2	$1.71M	Buy	19,412 +207	+1%	+$18.1K	0.41%	38
2021 Q1	$1.67M	Buy	19,205 +610	+3%	+$53.1K	0.43%	37
2020 Q4	$1.62M	Buy	18,595 +1,474	+9%	+$126K	0.44%	37
2020 Q3	$1.44M	Buy	17,121 +577	+3%	+$48.6K	0.43%	41
2020 Q2	$1.35M	Sell	16,544 -173	-1%	-$13.9K	0.44%	44
2020 Q1	$1.29M	Buy	16,717 +908	+6%	+$76.7K	0.52%	34
2019 Q4	$1.39M	Buy	+15,809	New	+$1.38M	0.48%	38

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 Partners's HYG Position: Q1 2026 in Review

Summit Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.2% in Q1 2026, selling an estimated $52.2K and leaving 7,264 shares worth $578K. The position accounts for 0.09% of the portfolio, ranked #144.

Summit Wealth Partners first reported a position in HYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.74M in Q3 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Summit Wealth Partners held 7,264 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $578K as of Q1 2026.
Summit Wealth Partners sold 649 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $52.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Summit Wealth Partners's portfolio in Q1 2026, its #144 holding.
Summit Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
Summit Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.74M 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 Partners's 13F filing for Q1 2026, filed 17 Apr 2026.