Thrive Capital Management (Pennsylvania)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$689K	Sell	8,658 -1,152	-12%	-$92.7K	0.15%	118
2025 Q4	$791K	Sell	9,810 -121	-1%	-$9.75K	0.18%	110
2025 Q3	$806K	Sell	9,931 -711	-7%	-$57.3K	0.21%	109
2025 Q2	$858K	Buy	+10,642	New	+$838K	0.27%	105
2025 Q1	–	Sell	-15,920	Closed	-$1.25M	–	123
2024 Q4	$1.25M	Sell	15,920 -3,177	-17%	-$252K	0.57%	78
2024 Q3	$1.53M	Sell	19,097 -5,171	-21%	-$407K	0.72%	58
2024 Q2	$1.87M	Buy	+24,268	New	+$1.87M	0.86%	37
2024 Q1	–	Sell	-48,534	Closed	-$3.76M	–	154
2023 Q4	$3.76M	Sell	48,534 -298	-0.6%	-$22.2K	2.01%	10
2023 Q3	$3.6M	Buy	48,832 +5,677	+13%	+$424K	2%	12
2023 Q2	$3.24M	Buy	43,155 +9,713	+29%	+$725K	1.85%	13
2023 Q1	$2.5M	Buy	33,442 +2,616	+8%	+$196K	1.58%	20
2022 Q4	$2.27M	Buy	30,826 +5,213	+20%	+$384K	1.48%	16
2022 Q3	$1.83M	Buy	25,613 +6,959	+37%	+$526K	1.24%	17
2022 Q2	$1.37M	Buy	18,654 +13,209	+243%	+$1.03M	0.95%	32
2022 Q1	$448K	Buy	5,445 +3,118	+134%	+$261K	0.27%	54
2021 Q4	$202K	Sell	2,327 -3,247	-58%	-$282K	0.13%	101
2021 Q3	$488K	Sell	5,574 -466	-8%	-$40.9K	0.36%	72
2021 Q2	$532K	Sell	6,040 -861	-12%	-$75.2K	0.41%	68
2021 Q1	$602K	Sell	6,901 -17	-0.2%	-$1.48K	0.56%	46
2020 Q4	$604K	Buy	+6,918	New	+$592K	0.64%	35

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 $5.29B AUM 8.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Thrive Capital Management (Pennsylvania)'s HYG Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 12% in Q1 2026, selling an estimated $92.7K and leaving 8,658 shares worth $689K. The position accounts for 0.15% of the portfolio, ranked #118.

Thrive Capital Management (Pennsylvania) first reported a position in HYG in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.76M in Q4 2023. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 8,658 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $689K as of Q1 2026.
Thrive Capital Management (Pennsylvania) sold 1,152 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $92.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #118 holding.
Thrive Capital Management (Pennsylvania) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
Thrive Capital Management (Pennsylvania)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.76M in Q4 2023.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.