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 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 $1.66T 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

United Advisor Group's HYG Position: Q1 2026 in Review

United Advisor Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.1% in Q1 2026, buying an estimated $50.9K and bringing the position to 13,056 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #183.

United Advisor Group first reported a position in HYG in Q1 2024 and has held it in 7 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

United Advisor Group held 13,056 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.04M as of Q1 2026.
United Advisor Group bought 633 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $50.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.13% of United Advisor Group's portfolio in Q1 2026, its #183 holding.
United Advisor Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.