Wealth Forward LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealth Forward LLC’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	$216K	Hold	2,716	–	–	0.12%	41
2025 Q4	$219K	Hold	2,716	–	–	0.12%	42
2025 Q3	$221K	Sell	2,716 -64,804	-96%	-$5.22M	0.13%	42
2025 Q2	$5.45M	Sell	67,520 -115	-0.2%	-$9.06K	3.66%	10
2025 Q1	$5.34M	Buy	67,635 +68	+0.1%	+$5.4K	3.8%	10
2024 Q4	$5.31M	Buy	67,567 +4,292	+7%	+$341K	3.75%	10
2024 Q3	$5.08M	Sell	63,275 -1,160	-2%	-$91.3K	3.56%	10
2024 Q2	$4.97M	Buy	64,435 +672	+1%	+$51.7K	3.88%	9
2024 Q1	$4.96M	Buy	63,763 +1,825	+3%	+$141K	3.9%	9
2023 Q4	$4.79M	Buy	+61,938	New	+$4.62M	4.05%	9

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

Wealth Forward LLC's HYG Position: Q1 2026 in Review

Wealth Forward LLC held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 2,716 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #41.

Wealth Forward LLC first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.45M in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Wealth Forward LLC held 2,716 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $216K as of Q1 2026.
Wealth Forward LLC left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of Wealth Forward LLC's portfolio in Q1 2026, its #41 holding.
Wealth Forward LLC first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Forward LLC's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.45M in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.