Ray Dalio's HYG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 7.3K shares of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) worth $595,447, representing 0.00% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 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 1.4M shares. Largest reduction occurred in Q1 2020, reducing 1.6M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +79,700 | New Buy | 79,700 | $84.71 |
| Q3 2016 | +14,700 | Add 18.44% | 94,400 | $87.26 |
| Q4 2016 | -1,500 | Reduce 1.59% | 92,900 | $86.54 |
| Q1 2017 | -2,097 | Reduce 2.26% | 90,803 | $87.78 |
| Q2 2017 | +896,981 | Add 987.83% | 987,784 | $88.39 |
| Q3 2017 | +1.36 M | Add 138.09% | 2.35 M | $88.76 |
| Q4 2017 | +176,255 | Add 7.49% | 2.53 M | $87.26 |
| Q1 2018 | -9,921 | Reduce 0.39% | 2.52 M | $85.64 |
| Q4 2018 | -131,943 | Reduce 5.24% | 2.39 M | $81.10 |
| Q1 2019 | +456,210 | Add 19.12% | 2.84 M | $86.47 |
| Q2 2019 | +381,144 | Add 13.41% | 3.22 M | $87.18 |
| Q3 2019 | -158,382 | Reduce 4.91% | 3.07 M | $87.17 |
| Q4 2019 | -4,334 | Reduce 0.14% | 3.06 M | $87.94 |
| Q1 2020 | -1.57 M | Reduce 51.18% | 1.49 M | $77.07 |
| Q2 2020 | -1.49 M | Sold Out | 1.49 M | $0.00 |
| Q2 2021 | +21,460 | New Buy | 21,460 | $88.02 |
| Q2 2022 | -291 | Reduce 1.36% | 21,169 | $73.60 |
| Q2 2023 | -10,216 | Reduce 48.26% | 10,953 | $75.07 |
| Q3 2023 | -2,127 | Reduce 19.42% | 8,826 | $73.72 |
| Q4 2024 | -1,492 | Reduce 16.90% | 7,334 | $78.65 |
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 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 7,334 shares of iShares iBoxx $ High Yield Corporate Bond ETF (HYG), valued at approximately $595,447. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.