Viewpoint Investment Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Viewpoint Investment Partners’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	–	Sell	-338,500	Closed	-$27.3M	–	100
2025 Q4	$27.3M	Sell	338,500 -8,100	-2%	-$653K	12.99%	3
2025 Q3	$28M	Hold	346,600	–	–	15.27%	3
2025 Q2	$28M	Sell	346,600 -78,800	-19%	-$6.21M	15.29%	3
2025 Q1	$33.6M	Buy	425,400 +212,700	+100%	+$16.9M	18.12%	3
2024 Q4	$16.7M	Sell	212,700 -28,900	-12%	-$2.29M	21.81%	2
2024 Q3	$19.4M	Buy	241,600 +120,300	+99%	+$9.46M	15.57%	3
2024 Q2	$9.36M	Hold	121,300	–	–	8.2%	4
2024 Q1	$9.43M	Buy	121,300 +39,500	+48%	+$3.05M	7.21%	5
2023 Q4	$6.33M	Buy	81,800 +11,700	+17%	+$872K	4.41%	6
2023 Q3	$5.17M	Buy	+70,100	New	+$5.23M	4.34%	6
2019 Q1	–	Sell	-20	Closed	-$2K	–	11
2018 Q4	$2K	Buy	+20	New	+$1.67K	﹤0.01%	13

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

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

BCIM

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

JSTA

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

OTPPB

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

Viewpoint Investment Partners's HYG Position: Q1 2026 in Review

Viewpoint Investment Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 338,500 shares — an estimated $27.3M sold.

Viewpoint Investment Partners first reported a position in HYG in Q4 2018 and held it in 11 quarters. The position peaked at $33.6M in Q1 2025. 983 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Viewpoint Investment Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Viewpoint Investment Partners sold 338,500 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $27.3M.
Viewpoint Investment Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Viewpoint Investment Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $33.6M in Q1 2025.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Viewpoint Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.