B. Riley Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

B. Riley Wealth Advisors’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	$951K	Buy	11,880 +2,416	+26%	+$193K	0.05%	318
2026 Q1	$746K	Sell	9,464 -5,254	-36%	-$423K	0.05%	347
2025 Q4	$1.19M	Buy	14,718 +4,984	+51%	+$402K	0.05%	316
2025 Q3	$790K	Buy	9,734 +2,615	+37%	+$211K	0.04%	393
2025 Q2	$574K	Buy	+7,119	New	+$561K	0.03%	485
2024 Q4	$1.45M	Sell	18,418 -5,404	-23%	-$429K	0.05%	349
2024 Q3	$1.91M	Sell	23,822 -2,152	-8%	-$169K	0.05%	323
2024 Q2	$2M	Sell	25,974 -4,224	-14%	-$325K	0.05%	337
2024 Q1	$2.23M	Buy	30,198 +3,794	+14%	+$293K	0.06%	317
2023 Q4	$2.04M	Sell	26,404 -3,794	-13%	-$283K	0.06%	352
2023 Q3	$2.23M	Buy	30,198 +10,292	+52%	+$768K	0.06%	317
2023 Q2	$1.49M	Buy	19,906 +10,291	+107%	+$768K	0.03%	451
2023 Q1	$726K	Sell	9,615 -16,079	-63%	-$1.2M	0.02%	659
2022 Q4	$1.89M	Buy	25,694 +15,076	+142%	+$1.11M	0.05%	351
2022 Q3	$758K	Buy	10,618 +1,284	+14%	+$97K	0.02%	598
2022 Q2	$688K	Sell	9,334 -2,320	-20%	-$180K	0.03%	536
2022 Q1	$960K	Sell	11,654 -35,117	-75%	-$2.94M	0.03%	506
2021 Q4	$4.07M	Buy	46,771 +2,043	+5%	+$177K	0.12%	186
2021 Q3	$3.91M	Sell	44,728 -1,571	-3%	-$138K	0.12%	181
2021 Q2	$4.08M	Buy	46,299 +6,138	+15%	+$536K	0.13%	179
2021 Q1	$3.5M	Sell	40,161 -2,124	-5%	-$185K	0.12%	185
2020 Q4	$3.69M	Sell	42,285 -16,635	-28%	-$1.42M	0.2%	120
2020 Q3	$4.93M	Buy	58,920 +45,630	+343%	+$3.84M	0.26%	91
2020 Q2	$1.09M	Sell	13,290 -6,548	-33%	-$528K	0.07%	267
2020 Q1	$1.53M	Sell	19,838 -20,825	-51%	-$1.76M	0.13%	165
2019 Q4	$3.58M	Buy	40,663 +7,515	+23%	+$654K	0.3%	76
2019 Q3	$2.89M	Buy	33,148 +23,935	+260%	+$2.08M	0.28%	78
2019 Q2	$804K	Sell	9,213 -16,313	-64%	-$1.41M	0.09%	242
2019 Q1	$2.21M	Buy	25,526 +15,984	+168%	+$1.36M	0.28%	83
2018 Q4	$774K	Sell	9,542 -4,739	-33%	-$397K	0.11%	200
2018 Q3	$1.24M	Sell	14,281 -4,330	-23%	-$372K	0.15%	157
2018 Q2	$1.58M	Sell	18,611 -2,876	-13%	-$246K	0.21%	115
2018 Q1	$1.84M	Sell	21,487 -4,964	-19%	-$429K	0.26%	100
2017 Q4	$2.31M	Buy	26,451 +1,243	+5%	+$109K	0.31%	85
2017 Q3	$2.24M	Buy	25,208 +3,799	+18%	+$335K	0.37%	67
2017 Q2	$1.9M	Buy	21,409 +3,443	+19%	+$303K	0.34%	79
2017 Q1	$1.58M	Buy	17,966 +2,465	+16%	+$215K	0.31%	86
2016 Q4	$1.34M	Buy	15,501 +2,390	+18%	+$206K	0.27%	98
2016 Q3	$1.15M	Buy	13,111 +3,245	+33%	+$279K	0.22%	117
2016 Q2	$838K	Buy	9,866 +499	+5%	+$41.5K	0.17%	157
2016 Q1	$765K	Buy	9,367 +4,752	+103%	+$377K	0.18%	140
2015 Q4	$372K	Buy	4,615 +1,082	+31%	+$90K	0.08%	305
2015 Q3	$295K	Buy	3,533 +403	+13%	+$34.9K	0.07%	357
2015 Q2	$280K	Sell	3,130 -23	-0.7%	-$2.08K	0.07%	353
2015 Q1	$285K	Buy	3,153 +531	+20%	+$48K	0.07%	372
2014 Q4	$235	Sell	2,622 -447	-15%	-$40.7K	0.01%	1304
2014 Q3	$282K	Sell	3,069 -2,208	-42%	-$206K	0.07%	380
2014 Q2	$275K	Buy	5,277 +2,765	+110%	+$261K	0.06%	343
2014 Q1	$237K	Buy	2,512 +370	+17%	+$34.7K	0.07%	324
2013 Q4	$199K	Sell	2,142 -46	-2%	-$4.27K	0.06%	348
2013 Q3	$200K	Sell	2,188 -4,037	-65%	-$370K	0.07%	336
2013 Q2	$566K	Buy	+6,225	New	+$585K	0.19%	135

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

B. Riley Wealth Advisors's HYG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 26% in Q2 2026, buying an estimated $193K and bringing the position to 11,880 shares worth $951K. The position accounts for 0.05% of the portfolio, ranked #318.

B. Riley Wealth Advisors first reported a position in HYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.93M in Q3 2020. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

B. Riley Wealth Advisors held 11,880 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $951K as of Q2 2026.
B. Riley Wealth Advisors bought 2,416 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $193K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #318 holding.
B. Riley Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.93M in Q3 2020.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.