5W
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5T Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

5T Wealth’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
Q2 		$377K Sell
4,708
-1,560
-25% -$125K 0.14% 104
2026
Q1 		$499K Buy
6,268
+378
+6% +$30.4K 0.2% 90
2025
Q4 		$475K Buy
5,890
+799
+16% +$64.4K 0.19% 92
2025
Q3 		$413K Buy
5,091
+1,422
+39% +$115K 0.18% 92
2025
Q2 		$296K Sell
3,669
-5,532
-60% -$436K 0.14% 94
2025
Q1 		$726K Sell
9,201
-77
-0.8% -$6.11K 0.39% 64
2024
Q4 		$730K Buy
+9,278
New +$737K 0.4% 59

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

5T Wealth's HYG Position: Q2 2026 in Review

5T Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 25% in Q2 2026, selling an estimated $125K and leaving 4,708 shares worth $377K. The position accounts for 0.14% of the portfolio, ranked #104.

5T Wealth first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $730K in Q4 2024. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • 5T Wealth held 4,708 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $377K as of Q2 2026.
  • 5T Wealth sold 1,560 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.14% of 5T Wealth's portfolio in Q2 2026, its #104 holding.
  • 5T Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $730K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.