Williams Jones Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Williams Jones Wealth 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	$25.6M	Hold	321,855	–	–	0.31%	58
2025 Q4	$26M	Buy	321,855 +28,155	+10%	+$2.27M	0.29%	59
2025 Q3	$23.8M	Buy	293,700 +7,200	+3%	+$580K	0.27%	66
2025 Q2	$23.1M	Buy	286,500 +6,100	+2%	+$481K	0.28%	64
2025 Q1	$22.1M	Hold	280,400	–	–	0.28%	63
2024 Q4	$22.1M	Buy	280,400 +35,125	+14%	+$2.79M	0.27%	65
2024 Q3	$19.7M	Buy	245,275 +16,000	+7%	+$1.26M	0.23%	74
2024 Q2	$17.7M	Buy	229,275 +4,450	+2%	+$342K	0.22%	79
2024 Q1	$17.5M	Sell	224,825 -7,250	-3%	-$560K	0.22%	78
2023 Q4	$18M	Buy	232,075 +20,500	+10%	+$1.53M	0.25%	75
2023 Q3	$15.6M	Buy	+211,575	New	+$15.8M	0.24%	77

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

Williams Jones Wealth Management's HYG Position: Q1 2026 in Review

Williams Jones Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 321,855 shares worth $25.6M. The position accounts for 0.31% of the portfolio, ranked #58.

Williams Jones Wealth Management first reported a position in HYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $26M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Williams Jones Wealth Management held 321,855 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $25.6M as of Q1 2026.
Williams Jones Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.31% of Williams Jones Wealth Management's portfolio in Q1 2026, its #58 holding.
Williams Jones Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Williams Jones Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $26M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.