Axis Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Axis Wealth Partners’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	$355K	Sell	4,441 -401	-8%	-$32.1K	0.17%	130
2026 Q1	$385K	Sell	4,842 -493	-9%	-$39.7K	0.2%	122
2025 Q4	$430K	Sell	5,335 -3,605	-40%	-$291K	0.24%	115
2025 Q3	$726K	Sell	8,940 -1,835	-17%	-$148K	0.42%	66
2025 Q2	$869K	Sell	10,775 -541	-5%	-$42.6K	0.57%	53
2025 Q1	$893K	Buy	11,316 +7,200	+175%	+$571K	0.66%	44
2024 Q4	$324K	Buy	+4,116	New	+$327K	0.27%	98

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Axis Wealth Partners's HYG Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.3% in Q2 2026, selling an estimated $32.1K and leaving 4,441 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #130.

Axis Wealth Partners first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $893K in Q1 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Axis Wealth Partners held 4,441 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $355K as of Q2 2026.
Axis Wealth Partners sold 401 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $32.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.17% of Axis Wealth Partners's portfolio in Q2 2026, its #130 holding.
Axis Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $893K in Q1 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.