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

Sunbelt Securities’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	$1.12M	Sell	14,131 -4,647	-25%	-$374K	0.07%	233
2025 Q4	$1.51M	Buy	18,778 +2,630	+16%	+$212K	0.1%	170
2025 Q3	$1.31M	Buy	16,148 +343	+2%	+$27.6K	0.09%	192
2025 Q2	$1.24M	Sell	15,805 -4,005	-20%	-$316K	0.11%	173
2025 Q1	$1.56M	Buy	19,810 +4,005	+25%	+$318K	0.14%	123
2024 Q4	$1.24M	Sell	15,805 -3,244	-17%	-$258K	0.11%	173
2024 Q3	$1.53M	Buy	19,049 +8,486	+80%	+$668K	0.15%	138
2024 Q2	$815K	Sell	10,563 -6,456	-38%	-$496K	0.08%	226
2024 Q1	$1.32M	Buy	17,019 +2,729	+19%	+$211K	0.15%	143
2023 Q4	$1.11M	Buy	14,290 +13,746	+2,527%	+$1.02M	0.14%	163
2023 Q3	$40.1K	Sell	544 -465	-46%	-$34.7K	0.01%	853
2023 Q2	$75.7K	Buy	1,009 +265	+36%	+$19.8K	0.01%	707
2023 Q1	$55.6K	Buy	+744	New	+$55.7K	0.01%	717
2020 Q2	–	Sell	-4,588	Closed	-$403K	–	329
2020 Q1	$403K	Buy	+4,588	New	+$388K	0.02%	263

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

Sunbelt Securities's HYG Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 25% in Q1 2026, selling an estimated $374K and leaving 14,131 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #233.

Sunbelt Securities first reported a position in HYG in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.56M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sunbelt Securities held 14,131 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.12M as of Q1 2026.
Sunbelt Securities sold 4,647 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $374K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #233 holding.
Sunbelt Securities first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and has held it in 14 quarters since.
Sunbelt Securities's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.56M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.