Talisman Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Talisman Wealth Advisors’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	$3.43M	Buy	74,237 +11,921	+19%	+$959K	2.76%	9
2025 Q4	$2.9M	Buy	62,316 +11,593	+23%	+$934K	2.26%	10
2025 Q3	$2.37M	Buy	50,723 +3,606	+8%	+$291K	1.96%	13
2025 Q2	$2.18M	Buy	47,117 +2,834	+6%	+$223K	1.99%	12
2025 Q1	$2.04M	Buy	44,283 +9,632	+28%	+$765K	2.1%	11
2024 Q4	$1.57M	Buy	34,651 +20,886	+152%	+$1.66M	1.66%	18
2024 Q3	$650K	Buy	+13,765	New	+$1.08M	0.68%	41

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

Talisman Wealth Advisors's HYG Position: Q1 2026 in Review

Talisman Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 19% in Q1 2026, buying an estimated $959K and bringing the position to 74,237 shares worth $3.43M. The position accounts for 2.76% of the portfolio, ranked #9.

Talisman Wealth Advisors first reported a position in HYG in Q3 2024 and has held it in 7 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Talisman Wealth Advisors held 74,237 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.43M as of Q1 2026.
Talisman Wealth Advisors bought 11,921 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $959K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.76% of Talisman Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Talisman Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.