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

Transamerica Financial 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 Q2	$2.53M	Sell	31,687 -676	-2%	-$54.1K	0.21%	108
2026 Q1	$2.57M	Sell	32,363 -787	-2%	-$63.3K	0.22%	111
2025 Q4	$2.67M	Sell	33,150 -1,081	-3%	-$87.1K	0.22%	110
2025 Q3	$2.78M	Buy	34,231 +33,770	+7,325%	+$2.72M	0.23%	98
2025 Q2	$37.2K	Sell	461 -37,968	-99%	-$2.99M	﹤0.01%	319
2025 Q1	$3.03M	Sell	38,429 -2,323	-6%	-$184K	0.31%	81
2024 Q4	$3.21M	Sell	40,752 -3,693	-8%	-$293K	0.32%	81
2024 Q3	$3.57M	Sell	44,445 -5,092	-10%	-$401K	0.35%	81
2024 Q2	$3.82M	Hold	49,537	–	–	0.41%	70
2024 Q1	$3.85M	Sell	49,537 -2,806	-5%	-$217K	0.39%	76
2023 Q4	$4.05M	Sell	52,343 -7,738	-13%	-$577K	0.56%	33
2023 Q3	$4.43M	Sell	60,081 -5,200	-8%	-$388K	0.6%	31
2023 Q2	$4.9M	Buy	65,281 +64,155	+5,698%	+$4.79M	0.64%	30
2023 Q1	$86K	Sell	1,126 -66,201	-98%	-$4.96M	0.01%	273
2022 Q4	$4.96M	Buy	67,327 +67,039	+23,277%	+$4.94M	0.71%	30
2022 Q3	$21K	Buy	288 +246	+586%	+$18.6K	﹤0.01%	294
2022 Q2	$4K	Buy	+42	New	+$3.27K	﹤0.01%	348
2020 Q3	–	Sell	-10,407	Closed	-$850K	–	311
2020 Q2	$850K	Buy	+10,407	New	+$839K	0.19%	78
2019 Q3	–	Sell	-30,096	Closed	-$2.62M	–	279
2019 Q2	$2.62M	Buy	+30,096	New	+$2.6M	0.57%	41
2019 Q1	–	Sell	-149	Closed	-$13K	–	249
2018 Q4	$13K	Sell	149 -29,053	-99%	-$2.43M	﹤0.01%	273
2018 Q3	$2.52M	Sell	29,202 -2,014	-6%	-$173K	0.54%	49
2018 Q2	$2.66M	Sell	31,216 -1,120	-3%	-$95.9K	0.59%	47
2018 Q1	$2.77M	Sell	32,336 -42,192	-57%	-$3.65M	0.41%	86
2017 Q4	$6.5M	Sell	74,528 -45,791	-38%	-$4.02M	0.86%	39
2017 Q3	$10.7M	Buy	120,319 +118,905	+8,409%	+$10.5M	1.32%	10
2017 Q2	$125K	Sell	1,414 -139,428	-99%	-$12.3M	0.02%	215
2017 Q1	$12.4M	Sell	140,842 -20,386	-13%	-$1.78M	1.48%	9
2016 Q4	$14M	Sell	161,228 -4,708	-3%	-$405K	1.66%	8
2016 Q3	$14.5M	Sell	165,936 -15,170	-8%	-$1.3M	1.57%	13
2016 Q2	$15.3M	Sell	181,106 -17,241	-9%	-$1.43M	1.55%	15
2016 Q1	$16.2M	Sell	198,347 -22,966	-10%	-$1.82M	1.37%	20
2015 Q4	$17.8M	Buy	221,313 +217,643	+5,930%	+$18.1M	1.31%	21
2015 Q3	$306K	Sell	3,670 -33,603	-90%	-$2.91M	0.02%	259
2015 Q2	$3.31M	Sell	37,273 -243,772	-87%	-$22M	0.24%	86
2015 Q1	$25.5M	Sell	281,045 -24,437	-8%	-$2.21M	1.78%	9
2014 Q4	$27.4M	Buy	305,482 +254,793	+503%	+$23.2M	2.15%	10
2014 Q3	$4.66M	Sell	50,689 -242,296	-83%	-$22.7M	0.42%	37
2014 Q2	$27.9M	Buy	292,985 +18,757	+7%	+$1.77M	2.43%	13
2014 Q1	$25.9M	Sell	274,228 -9,321	-3%	-$874K	2.57%	10
2013 Q4	$26.3M	Buy	283,549 +58,120	+26%	+$5.4M	2.86%	13
2013 Q3	$20.6M	Buy	225,429 +212,147	+1,597%	+$19.5M	2.68%	13
2013 Q2	$1.21M	Buy	+13,282	New	+$1.25M	0.2%	56

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Transamerica Financial Advisors's HYG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.1% in Q2 2026, selling an estimated $54.1K and leaving 31,687 shares worth $2.53M. The position accounts for 0.21% of the portfolio, ranked #108.

Transamerica Financial Advisors first reported a position in HYG in Q2 2013 and has held it in 42 quarters since. The position peaked at $27.9M in Q2 2014. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Transamerica Financial Advisors held 31,687 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.53M as of Q2 2026.
Transamerica Financial Advisors sold 676 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $54.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.21% of Transamerica Financial Advisors's portfolio in Q2 2026, its #108 holding.
Transamerica Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 42 quarters since.
Transamerica Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $27.9M in Q2 2014.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.