United Advisor Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

United Advisor Group’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 Q3	–	Sell	-13,421	Closed	-$1.07M	–	578
2026 Q2	$1.07M	Buy	13,421 +365	+3%	+$29.2K	0.11%	207
2026 Q1	$1.04M	Buy	13,056 +633	+5%	+$50.9K	0.13%	183
2025 Q4	$1M	Buy	12,423 +2	+0%	+$161	0.12%	177
2025 Q3	$1.01M	Buy	12,421 +865	+7%	+$69.7K	0.14%	165
2025 Q2	$932K	Buy	11,556 +228	+2%	+$18K	0.16%	144
2025 Q1	$894K	Buy	+11,328	New	+$899K	0.18%	126
2024 Q4	–	Sell	-3,829	Closed	-$307K	–	379
2024 Q3	$307K	Buy	+3,829	New	+$301K	0.07%	276
2024 Q2	–	Sell	-3,475	Closed	-$270K	–	268
2024 Q1	$270K	Buy	+3,475	New	+$269K	0.1%	176

Other funds holding HYG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

BNP Paribas Paris, France $4.15B AUM 31.27% 1-Year Est. Return

United Advisor Group's HYG Position: Q3 2026 in Review

United Advisor Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2026, closing a stake of 13,421 shares — an estimated $1.07M sold.

United Advisor Group first reported a position in HYG in Q1 2024 and held it in 8 quarters. The position peaked at $1.07M in Q2 2026. 828 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

United Advisor Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
United Advisor Group sold 13,421 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.07M.
United Advisor Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
United Advisor Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.07M in Q2 2026.
828 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.