Westwood Holdings Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Westwood Holdings Group’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	$1.23M	Buy	15,440 +1,533	+11%	+$123K	0.01%	340
2025 Q4	$1.12M	Buy	13,907 +4,864	+54%	+$392K	0.01%	369
2025 Q3	$734K	Buy	9,043 +4,091	+83%	+$330K	0.01%	400
2025 Q2	$399K	Buy	4,952 +5	+0.1%	+$394	﹤0.01%	426
2025 Q1	$390K	Buy	4,947 +1,706	+53%	+$135K	﹤0.01%	413
2024 Q4	$255K	Buy	3,241 +5	+0.2%	+$397	﹤0.01%	460
2024 Q3	$260K	Sell	3,236 -22,783	-88%	-$1.79M	﹤0.01%	451
2024 Q2	$2.01M	Sell	26,019 -1,124	-4%	-$86.4K	0.01%	317
2024 Q1	$2.11M	Buy	27,143 +9,174	+51%	+$709K	0.02%	308
2023 Q4	$1.39M	Sell	17,969 -4,171	-19%	-$311K	0.01%	341
2023 Q3	$1.63M	Sell	22,140 -11,554	-34%	-$863K	0.02%	309
2023 Q2	$2.53M	Buy	33,694 +5,714	+20%	+$426K	0.02%	283
2023 Q1	$2.11M	Sell	27,980 -1,785	-6%	-$134K	0.02%	296
2022 Q4	$2.19M	Sell	29,765 -4,205	-12%	-$310K	0.02%	299
2022 Q3	$2.43M	Buy	33,970 +411	+1%	+$31.1K	0.03%	253
2022 Q2	$2.47M	Sell	33,559 -4,716	-12%	-$367K	0.03%	272
2022 Q1	$3.15M	Buy	38,275 +8,475	+28%	+$709K	0.03%	275
2021 Q4	$2.59M	Buy	29,800 +9,225	+45%	+$800K	0.02%	277
2021 Q3	$1.8M	Buy	20,575 +2,827	+16%	+$248K	0.02%	298
2021 Q2	$1.56M	Buy	17,748 +6,656	+60%	+$581K	0.02%	311
2021 Q1	$967K	Sell	11,092 -986	-8%	-$85.8K	0.01%	345
2020 Q4	$1.05M	Sell	12,078 -1,424	-11%	-$122K	0.01%	335
2020 Q3	$1.13M	Sell	13,502 -562	-4%	-$47.3K	0.01%	308
2020 Q2	$1.15M	Buy	+14,064	New	+$1.13M	0.02%	320
2020 Q1	–	Sell	-250	Closed	-$22K	–	451
2019 Q4	$22K	Buy	+250	New	+$21.8K	﹤0.01%	513
2019 Q3	–	Sell	-12,500	Closed	-$1.09M	–	493
2019 Q2	$1.09M	Buy	+12,500	New	+$1.08M	0.01%	344

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

Westwood Holdings Group's HYG Position: Q1 2026 in Review

Westwood Holdings Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q1 2026, buying an estimated $123K and bringing the position to 15,440 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #340.

Westwood Holdings Group first reported a position in HYG in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.15M in Q1 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Westwood Holdings Group held 15,440 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.23M as of Q1 2026.
Westwood Holdings Group bought 1,533 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $123K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #340 holding.
Westwood Holdings Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 26 quarters since.
Westwood Holdings Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.15M in Q1 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.