White Lighthouse Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

White Lighthouse Investment Management’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	$1.04M	Buy	13,119 +6,825	+108%	+$549K	0.14%	75
2025 Q4	$507K	Buy	6,294 +2,088	+50%	+$168K	0.07%	103
2025 Q3	$341K	Buy	4,206 +138	+3%	+$11.1K	0.05%	111
2025 Q2	$328K	Sell	4,068 -183	-4%	-$14.4K	0.05%	108
2025 Q1	$335K	Buy	4,251 +178	+4%	+$14.1K	0.06%	107
2024 Q4	$320K	Buy	4,073 +1,094	+37%	+$86.8K	0.06%	112
2024 Q3	$239K	Buy	+2,979	New	+$234K	0.04%	121
2020 Q3	–	Sell	-4,363	Closed	-$356K	–	113
2020 Q2	$356K	Sell	4,363 -2,447	-36%	-$197K	0.13%	87
2020 Q1	$525K	Buy	6,810 +1,040	+18%	+$87.9K	0.22%	71
2019 Q4	$507K	Buy	5,770 +1,199	+26%	+$104K	0.19%	79
2019 Q3	$398K	Buy	4,571 +676	+17%	+$58.7K	0.16%	89
2019 Q2	$340K	Buy	+3,895	New	+$336K	0.14%	92

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

White Lighthouse Investment Management's HYG Position: Q1 2026 in Review

White Lighthouse Investment Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 108% in Q1 2026, buying an estimated $549K and bringing the position to 13,119 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #75.

White Lighthouse Investment Management first reported a position in HYG in Q2 2019 and has held it in 12 quarters since. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

White Lighthouse Investment Management held 13,119 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.04M as of Q1 2026.
White Lighthouse Investment Management bought 6,825 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $549K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.14% of White Lighthouse Investment Management's portfolio in Q1 2026, its #75 holding.
White Lighthouse Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 12 quarters since.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.