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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$652K Buy
8,175
+7
+0.1% +$560 0.06% 295
2026
Q1
$653K Buy
8,168
+185
+2% +$14.9K 0.08% 259
2025
Q4
$647K Buy
7,983
+823
+11% +$66.3K 0.08% 249
2025
Q3
$577K Buy
7,160
+582
+9% +$46.9K 0.08% 269
2025
Q2
$527K Buy
6,578
+796
+14% +$62.7K 0.08% 255
2025
Q1
$444K Sell
5,782
-5,516
-49% -$438K 0.08% 220
2024
Q4
$887K Sell
11,298
-162
-1% -$12.9K 0.17% 134
2024
Q3
$912K Sell
11,460
-719
-6% -$56.6K 0.18% 120
2024
Q2
$950K Sell
12,179
-1,114
-8% -$85.7K 0.23% 92
2024
Q1
$1.01M Sell
13,293
-3,554
-21% -$275K 0.3% 81
2023
Q4
$1.31M Sell
16,847
-5,401
-24% -$403K 0.41% 69
2023
Q3
$1.61M Sell
22,248
-1,956
-8% -$146K 0.51% 57
2023
Q2
$1.82M Sell
24,204
-1,669
-6% -$125K 0.57% 47
2023
Q1
$1.93M Sell
25,873
-7,366
-22% -$552K 0.67% 28
2022
Q4
$2.52M Buy
+33,239
New +$2.45M 0.93% 15
2022
Q1
Sell
-3,001
Closed -$261K 187
2021
Q4
$261K Sell
3,001
-10
-0.3% -$868 0.21% 117
2021
Q3
$262K Buy
3,011
+645
+27% +$56.6K 0.23% 111
2021
Q2
$208K Buy
+2,366
New +$207K 0.18% 126

Other funds holding HYG

Accurate Wealth Management's HYG Position: Q2 2026 in Review

Accurate Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.09% in Q2 2026, buying an estimated $560 and bringing the position to 8,175 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #295.

Accurate Wealth Management first reported a position in HYG in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.52M in Q4 2022. 245 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Accurate Wealth Management held 8,175 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $652K as of Q2 2026.
  • Accurate Wealth Management bought 7 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $560.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Accurate Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Accurate Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.52M in Q4 2022.
  • 245 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.