Wealthspire Advisors (New York)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealthspire Advisors (New York)’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	$501K	Sell	6,298 -8	-0.1%	-$643	﹤0.01%	567
2025 Q4	$508K	Sell	6,306 -8,626	-58%	-$695K	﹤0.01%	597
2025 Q3	$1.21M	Buy	14,932 +6,020	+68%	+$485K	0.01%	350
2025 Q2	$719K	Sell	8,912 -290	-3%	-$22.8K	﹤0.01%	450
2025 Q1	$726K	Buy	9,202 +4,601	+100%	+$365K	﹤0.01%	445
2024 Q4	$362K	Buy	4,601 +483	+12%	+$38.3K	﹤0.01%	600
2024 Q3	$331K	Buy	+4,118	New	+$324K	﹤0.01%	601
2022 Q2	–	Sell	-2,455	Closed	-$202K	–	505
2022 Q1	$202K	Sell	2,455 -7,631	-76%	-$638K	﹤0.01%	414
2021 Q4	$878K	Sell	10,086 -158	-2%	-$13.7K	0.02%	246
2021 Q3	$896K	Buy	10,244 +216	+2%	+$18.9K	0.02%	267
2021 Q2	$883K	Buy	10,028 +7,227	+258%	+$631K	0.02%	175
2021 Q1	$244K	Buy	2,801 +259	+10%	+$22.5K	0.01%	619
2020 Q4	$222K	Buy	+2,542	New	+$218K	0.01%	523
2020 Q2	–	Sell	-8,861	Closed	-$683K	–	387
2020 Q1	$683K	Buy	+8,861	New	+$749K	0.03%	252
2019 Q1	–	Sell	-5	Closed	–	–	385
2018 Q4	$0	Buy	+5	New	+$419	﹤0.01%	898

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

Wealthspire Advisors (New York)'s HYG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.13% in Q1 2026, selling an estimated $643 and leaving 6,298 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Wealthspire Advisors (New York) first reported a position in HYG in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Wealthspire Advisors (New York) held 6,298 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $501K as of Q1 2026.
Wealthspire Advisors (New York) sold 8 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $643.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #567 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.21M in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.