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Sun Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sun Financial’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 		$309K Buy
3,870
+859
+29% +$69.1K 0.15% 124
2025
Q4 		$243K Buy
+3,011
New +$243K 0.14% 146

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 $6.73T AUM 46.02% 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 $5.29B AUM 8.96% 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 $58.2B AUM 22.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sun Financial's HYG Position: Q1 2026 in Review

Sun Financial increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 29% in Q1 2026, buying an estimated $69.1K and bringing the position to 3,870 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #124.

Sun Financial first reported a position in HYG in Q4 2025 and has held it in 2 quarters since. 981 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Sun Financial held 3,870 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $309K as of Q1 2026.
  • Sun Financial bought 859 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $69.1K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Sun Financial's portfolio in Q1 2026, its #124 holding.
  • Sun Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 981 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.