World Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

World Investment Advisors’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	$3.5M	Buy	44,054 +3,884	+10%	+$312K	0.06%	345
2025 Q4	$3.24M	Buy	40,170 +2,193	+6%	+$177K	0.05%	354
2025 Q3	$3.08M	Buy	37,977 +488	+1%	+$39.3K	0.06%	316
2025 Q2	$3.02M	Sell	37,489 -36,778	-50%	-$2.9M	0.07%	297
2025 Q1	$5.86M	Buy	74,267 +29,241	+65%	+$2.32M	0.15%	159
2024 Q4	$3.54M	Buy	45,026 +4,741	+12%	+$376K	0.1%	239
2024 Q3	$3.23M	Buy	40,285 +33,203	+469%	+$2.61M	0.1%	225
2024 Q2	$546K	Buy	+7,082	New	+$544K	0.03%	382
2024 Q1	–	Sell	-2,624	Closed	-$203K	–	424
2023 Q4	$203K	Buy	+2,624	New	+$196K	0.03%	364
2021 Q4	–	Sell	-3,463	Closed	-$303K	–	274
2021 Q3	$303K	Sell	3,463 -947	-21%	-$83.1K	0.07%	181
2021 Q2	$388K	Sell	4,410 -175	-4%	-$15.3K	0.09%	154
2021 Q1	$399K	Sell	4,585 -2,377	-34%	-$207K	0.1%	142
2020 Q4	$611K	Buy	6,962 +1,940	+39%	+$166K	0.15%	104
2020 Q3	$421K	Sell	5,022 -1,729	-26%	-$146K	0.14%	96
2020 Q2	$570K	Buy	6,751 +2,919	+76%	+$235K	0.2%	76
2020 Q1	$295K	Sell	3,832 -985	-20%	-$83.2K	0.14%	97
2019 Q4	$424K	Sell	4,817 -51	-1%	-$4.44K	0.17%	84
2019 Q3	$424K	Buy	4,868 +2,329	+92%	+$202K	0.18%	67
2019 Q2	$220K	Sell	2,539 -652	-20%	-$56.3K	0.1%	126
2019 Q1	$276K	Buy	3,191 +526	+20%	+$44.7K	0.13%	91
2018 Q4	$227K	Buy	+2,665	New	+$223K	0.1%	134

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

World Investment Advisors's HYG Position: Q1 2026 in Review

World Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.7% in Q1 2026, buying an estimated $312K and bringing the position to 44,054 shares worth $3.5M. The position accounts for 0.06% of the portfolio, ranked #345.

World Investment Advisors first reported a position in HYG in Q4 2018 and has held it in 21 quarters since. The position peaked at $5.86M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

World Investment Advisors held 44,054 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.5M as of Q1 2026.
World Investment Advisors bought 3,884 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $312K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of World Investment Advisors's portfolio in Q1 2026, its #345 holding.
World Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 21 quarters since.
World Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.86M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.