U.S. Capital Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

U.S. Capital 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	$356K	Buy	4,474 +897	+25%	+$72.1K	0.01%	766
2025 Q4	$288K	Buy	3,577 +56	+2%	+$4.51K	0.01%	818
2025 Q3	$286K	Sell	3,521 -139	-4%	-$11.2K	0.01%	785
2025 Q2	$295K	Buy	3,660 +260	+8%	+$20.5K	0.01%	718
2025 Q1	$268K	Sell	3,400 -1,051	-24%	-$83.4K	0.01%	727
2024 Q4	$350K	Buy	4,451 +1,327	+42%	+$105K	0.01%	649
2024 Q3	$251K	Hold	3,124	–	–	0.01%	625
2024 Q2	$241K	Buy	3,124 +93	+3%	+$7.15K	0.01%	609
2024 Q1	$236K	Buy	3,031 +250	+9%	+$19.3K	0.01%	614
2023 Q4	$215K	Buy	+2,781	New	+$207K	0.01%	619
2023 Q1	–	Sell	-248	Closed	-$18.3K	–	1030
2022 Q4	$18.3K	Buy	+248	New	+$18.3K	﹤0.01%	1128
2022 Q2	–	Sell	-2,695	Closed	-$222K	–	696
2022 Q1	$222K	Hold	2,695	–	–	0.01%	653
2021 Q4	$234K	Hold	2,695	–	–	0.01%	651
2021 Q3	$236K	Buy	+2,695	New	+$236K	0.01%	660

Other funds holding HYG

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

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

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

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

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's HYG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 25% in Q1 2026, buying an estimated $72.1K and bringing the position to 4,474 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #766.

U.S. Capital Wealth Advisors first reported a position in HYG in Q3 2021 and has held it in 14 quarters since. 986 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

U.S. Capital Wealth Advisors held 4,474 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $356K as of Q1 2026.
U.S. Capital Wealth Advisors bought 897 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $72.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #766 holding.
U.S. Capital Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2021 and has held it in 14 quarters since.
986 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.