Ray Dalio's HYG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 7,334 shares of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) worth $591,340, representing 0.00% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in HYG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 1.36 M shares. Largest reduction occurred in Q1 2020, reducing 1.57 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's iShares iBoxx $ High Yield Corporate Bond ETF (HYG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares iBoxx $ High Yield Corporate Bond ETF (HYG) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | -1,492 | Reduce 16.90% | 7,334 | $78.65 |
| Q3 2023 | -2,127 | Reduce 19.42% | 8,826 | $73.72 |
| Q2 2023 | -10,216 | Reduce 48.26% | 10,953 | $75.07 |
| Q2 2022 | -291 | Reduce 1.36% | 21,169 | $73.60 |
| Q2 2021 | +21,460 | New Buy | 21,460 | $88.02 |
| Q2 2020 | -1.49 M | Sold Out | 0 | $0.00 |
| Q1 2020 | -1.57 M | Reduce 51.18% | 1.49 M | $77.07 |
| Q4 2019 | -4,334 | Reduce 0.14% | 3.06 M | $87.94 |
| Q3 2019 | -158,382 | Reduce 4.91% | 3.07 M | $87.17 |
| Q2 2019 | +381,144 | Add 13.41% | 3.22 M | $87.18 |
| Q1 2019 | +456,210 | Add 19.12% | 2.84 M | $86.47 |
| Q4 2018 | -131,943 | Reduce 5.24% | 2.39 M | $81.10 |
| Q1 2018 | -9,921 | Reduce 0.39% | 2.52 M | $85.64 |
| Q4 2017 | +176,255 | Add 7.49% | 2.53 M | $87.26 |
| Q3 2017 | +1.36 M | Add 138.09% | 2.35 M | $88.76 |
| Q2 2017 | +896,981 | Add 987.83% | 987,784 | $88.39 |
| Q1 2017 | -2,097 | Reduce 2.26% | 90,803 | $87.78 |
| Q4 2016 | -1,500 | Reduce 1.59% | 92,900 | $86.54 |
| Q3 2016 | +14,700 | Add 18.44% | 94,400 | $87.26 |
| Q2 2016 | +79,700 | New Buy | 79,700 | $84.71 |
Ray Dalio's iShares iBoxx $ High Yield Corporate Bond ETF Investment FAQs
Ray Dalio first purchased iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2016, acquiring 79,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for 36 quarters since Q2 2016.
Ray Dalio's largest addition to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) was in Q3 2017, adding 2,351,829 shares worth $208.75 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 7,334 shares of iShares iBoxx $ High Yield Corporate Bond ETF (HYG), valued at approximately $591,340.
As of the Q4 2025 filing, iShares iBoxx $ High Yield Corporate Bond ETF (HYG) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) was 3,223,574 shares, as reported at the end of Q2 2019.