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

WealthShield 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 		$171K Sell
2,148
-234
-10% -$18.8K 0.02% 366
2025
Q4 		$192K Sell
2,382
-95
-4% -$7.66K 0.02% 350
2025
Q3 		$201K Sell
2,477
-80
-3% -$6.45K 0.02% 344
2025
Q2 		$206K Sell
2,557
-92
-3% -$7.25K 0.02% 321
2025
Q1 		$209K Buy
2,649
+17
+0.6% +$1.35K 0.03% 313
2024
Q4 		$207K Sell
2,632
-51
-2% -$4.05K 0.03% 280
2024
Q3 		$215K Sell
2,683
-3
-0.1% -$236 0.03% 285
2024
Q2 		$207K Sell
2,686
-11
-0.4% -$846 0.03% 273
2024
Q1 		$210K Sell
2,697
-3,073
-53% -$237K 0.03% 268
2023
Q4 		$447K Buy
5,770
+1,917
+50% +$143K 0.07% 208
2023
Q3 		$284K Sell
3,853
-145
-4% -$10.8K 0.04% 256
2023
Q2 		$300K Sell
3,998
-23
-0.6% -$1.72K 0.05% 252
2023
Q1 		$304K Sell
4,021
-7
-0.2% -$524 0.05% 255
2022
Q4 		$297K Sell
4,028
-419
-9% -$30.9K 0.06% 243
2022
Q3 		$317K Sell
4,447
-2,647
-37% -$200K 0.06% 241
2022
Q2 		$522K Sell
7,094
-3,328
-32% -$259K 0.1% 192
2022
Q1 		$858K Sell
10,422
-3,620
-26% -$303K 0.14% 166
2021
Q4 		$1.22M Buy
14,042
+7,228
+106% +$627K 0.2% 108
2021
Q3 		$596K Sell
6,814
-9,282
-58% -$814K 0.16% 126
2021
Q2 		$1.42M Buy
16,096
+9,711
+152% +$848K 0.22% 82
2021
Q1 		$557K Sell
6,385
-5,812
-48% -$506K 0.1% 145
2020
Q4 		$1.06M Buy
12,197
+4,935
+68% +$423K 0.2% 97
2020
Q3 		$609K Buy
7,262
+2,122
+41% +$179K 0.21% 107
2020
Q2 		$420K Buy
5,140
+1,571
+44% +$127K 0.19% 116
2020
Q1 		$275K Sell
3,569
-3,266
-48% -$276K 0.17% 124
2019
Q4 		$601K Buy
6,835
+1,597
+30% +$139K 0.29% 76
2019
Q3 		$457K Sell
5,238
-284
-5% -$24.7K 0.24% 99
2019
Q2 		$481K Buy
5,522
+2,990
+118% +$258K 0.28% 83
2019
Q1 		$219K Sell
2,532
-1,567
-38% -$133K 0.12% 132
2018
Q4 		$332K Buy
4,099
+2,039
+99% +$171K 0.23% 82
2018
Q3 		$178K Hold
2,060
– – 0.1% 132
2018
Q2 		$175K Sell
2,060
-11,084
-84% -$950K 0.11% 124
2018
Q1 		$1.13M Sell
13,144
-23,329
-64% -$2.02M 0.71% 26
2017
Q4 		$3.19M Buy
+36,473
New +$3.2M 1.94% 16

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WealthShield Partners's HYG Position: Q1 2026 in Review

WealthShield Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.8% in Q1 2026, selling an estimated $18.8K and leaving 2,148 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #366.

WealthShield Partners first reported a position in HYG in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.19M in Q4 2017. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • WealthShield Partners held 2,148 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $171K as of Q1 2026.
  • WealthShield Partners sold 234 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $18.8K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #366 holding.
  • WealthShield Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • WealthShield Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.19M in Q4 2017.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.