Vericrest Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Vericrest Private Wealth’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	$1.1M	Sell	13,884 -186	-1%	-$15K	0.99%	25
2025 Q4	$1.13M	Buy	+14,070	New	+$1.13M	1.01%	25
2022 Q2	$2.81M	Sell	38,188 -3,866	-9%	-$301K	3.45%	12
2022 Q1	$3.46M	Sell	42,054 -12,975	-24%	-$1.08M	3.6%	9
2021 Q4	$4.79M	Buy	+55,029	New	+$4.77M	4.44%	6

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

Vericrest Private Wealth's HYG Position: Q1 2026 in Review

Vericrest Private Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.3% in Q1 2026, selling an estimated $15K and leaving 13,884 shares worth $1.1M. The position accounts for 0.99% of the portfolio, ranked #25.

Vericrest Private Wealth first reported a position in HYG in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.79M in Q4 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Vericrest Private Wealth held 13,884 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.1M as of Q1 2026.
Vericrest Private Wealth sold 186 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $15K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.99% of Vericrest Private Wealth's portfolio in Q1 2026, its #25 holding.
Vericrest Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
Vericrest Private Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.79M in Q4 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.