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

Activest Wealth Management’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	$1.13M	Buy	14,190 +3,073	+28%	+$246K	0.22%	41
2026 Q1	$884K	Buy	11,117 +10	+0.1%	+$804	0.16%	56
2025 Q4	$896K	Sell	11,107 -443	-4%	-$35.7K	0.17%	57
2025 Q3	$938K	Buy	11,550 +12	+0.1%	+$967	0.19%	55
2025 Q2	$931K	Buy	11,538 +978	+9%	+$77.1K	0.22%	48
2025 Q1	$833K	Hold	10,560	–	–	0.22%	50
2024 Q4	$831K	Sell	10,560 -1,513	-13%	-$120K	0.23%	49
2024 Q3	$969K	Buy	12,073 +20	+0.2%	+$1.57K	0.3%	42
2024 Q2	$930K	Sell	12,053 -550	-4%	-$42.3K	0.31%	39
2024 Q1	$980K	Buy	12,603 +8,175	+185%	+$632K	0.47%	23
2023 Q4	$343K	Sell	4,428 -34,563	-89%	-$2.58M	0.19%	36
2023 Q3	$2.87M	Buy	+38,991	New	+$2.91M	1.77%	10
2023 Q2	–	Sell	-10,542	Closed	-$795K	–	339
2023 Q1	$795K	Buy	+10,542	New	+$790K	0.51%	21
2022 Q3	–	Sell	-9,380	Closed	-$690K	–	513
2022 Q2	$690K	Sell	9,380 -1,086	-10%	-$84.4K	0.49%	21
2022 Q1	$861K	Buy	10,466 +644	+7%	+$53.8K	0.55%	17
2021 Q4	$855K	Sell	9,822 -231	-2%	-$20K	0.53%	23
2021 Q3	$880K	Buy	10,053 +2,277	+29%	+$200K	0.59%	23
2021 Q2	$685K	Sell	7,776 -284	-4%	-$24.8K	0.51%	23
2021 Q1	$703K	Buy	+8,060	New	+$701K	0.57%	22

Other funds holding HYG

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

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

Activest Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 28% in Q2 2026, buying an estimated $246K and bringing the position to 14,190 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #41.

Activest Wealth Management first reported a position in HYG in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q3 2023. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Activest Wealth Management held 14,190 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.13M as of Q2 2026.
Activest Wealth Management bought 3,073 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $246K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.22% of Activest Wealth Management's portfolio in Q2 2026, its #41 holding.
Activest Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.87M in Q3 2023.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.