AWE
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Avidian Wealth Enterprises’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Avidian Wealth Enterprises’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 Hold
4,715
– – 0.01% 540
2026
Q1 		$375K Sell
4,715
-324
-6% -$26.1K 0.01% 495
2025
Q4 		$406K Sell
5,039
-2,658
-35% -$214K 0.01% 417
2025
Q3 		$625K Buy
7,697
+461
+6% +$37.1K 0.02% 319
2025
Q2 		$584K Sell
7,236
-50
-0.7% -$3.94K 0.02% 298
2025
Q1 		$575K Buy
7,286
+24
+0.3% +$1.91K 0.03% 287
2024
Q4 		$571K Buy
7,262
+1,370
+23% +$109K 0.03% 274
2024
Q3 		$473K Buy
5,892
+36
+0.6% +$2.83K 0.02% 305
2024
Q2 		$452K Buy
5,856
+35
+0.6% +$2.69K 0.02% 309
2024
Q1 		$452K Buy
5,821
+978
+20% +$75.6K 0.02% 279
2023
Q4 		$375K Buy
4,843
+558
+13% +$41.6K 0.02% 307
2023
Q3 		$316K Buy
4,285
+253
+6% +$18.9K 0.02% 320
2023
Q2 		$303K Buy
+4,032
New +$301K 0.02% 339
2022
Q1 		– Sell
-2,551
Closed -$222K – 534
2021
Q4 		$222K Buy
+2,551
New +$221K 0.01% 471
2021
Q3 		– Sell
-3,440
Closed -$303K – 402
2021
Q2 		$303K Sell
3,440
-9,096
-73% -$794K 0.02% 305
2021
Q1 		$1.09M Sell
12,536
-3,809
-23% -$331K 0.09% 120
2020
Q4 		$1.43M Buy
16,345
+12,924
+378% +$1.11M 0.14% 93
2020
Q3 		$287K Buy
3,421
+393
+13% +$33.1K 0.03% 223
2020
Q2 		$247K Buy
+3,028
New +$244K 0.03% 221
2016
Q4 		– Sell
-2,840
Closed -$248K – 87
2016
Q3 		$248K Buy
+2,840
New +$244K 0.1% 64

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

Avidian Wealth Enterprises's HYG Position: Q2 2026 in Review

Avidian Wealth Enterprises held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 4,715 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #540.

Avidian Wealth Enterprises first reported a position in HYG in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2020. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Avidian Wealth Enterprises held 4,715 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $377K as of Q2 2026.
  • Avidian Wealth Enterprises left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #540 holding.
  • Avidian Wealth Enterprises first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.43M in Q4 2020.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.