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

Bartlett & Co 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	$38.2K	Hold	478	–	–	﹤0.01%	790
2026 Q1	$38.3K	Hold	478	–	–	﹤0.01%	727
2025 Q4	$38.5K	Hold	478	–	–	﹤0.01%	714
2025 Q3	$38.8K	Hold	478	–	–	﹤0.01%	715
2025 Q2	$38.6K	Hold	478	–	–	﹤0.01%	700
2025 Q1	$37.7K	Sell	478 -209	-30%	-$16.6K	﹤0.01%	705
2024 Q4	$54K	Sell	687 -371	-35%	-$29.5K	﹤0.01%	634
2024 Q3	$85K	Hold	1,058	–	–	﹤0.01%	567
2024 Q2	$81.6K	Hold	1,058	–	–	﹤0.01%	579
2024 Q1	$82.2K	Hold	1,058	–	–	﹤0.01%	589
2023 Q4	$82.2K	Hold	1,058	–	–	﹤0.01%	604
2023 Q3	$78K	Hold	1,058	–	–	﹤0.01%	577
2023 Q2	$79.4K	Sell	1,058 -1,315	-55%	-$98.1K	﹤0.01%	575
2023 Q1	$179K	Hold	2,373	–	–	﹤0.01%	390
2022 Q4	$175K	Buy	2,373 +1,165	+96%	+$85.9K	﹤0.01%	402
2022 Q3	$86.2K	Hold	1,208	–	–	﹤0.01%	477
2022 Q2	$88.9K	Buy	1,208 +303	+33%	+$23.6K	﹤0.01%	477
2022 Q1	$74.5K	Buy	+905	New	+$75.7K	﹤0.01%	525
2021 Q4	–	Sell	-905	Closed	-$79.2K	–	615
2021 Q3	$79.2K	Hold	905	–	–	﹤0.01%	451
2021 Q2	$79.7K	Buy	905 +150	+20%	+$13.1K	﹤0.01%	442
2021 Q1	$65.8K	Hold	755	–	–	﹤0.01%	490
2020 Q4	$65.9K	Hold	755	–	–	﹤0.01%	490
2020 Q3	$63.3K	Hold	755	–	–	﹤0.01%	456
2020 Q2	$61.6K	Hold	755	–	–	﹤0.01%	458
2020 Q1	$58.2K	Sell	755 -4,500	-86%	-$380K	﹤0.01%	437
2019 Q4	$462K	Hold	5,255	–	–	0.01%	265
2019 Q3	$458K	Hold	5,255	–	–	0.01%	262
2019 Q2	$458K	Hold	5,255	–	–	0.02%	212
2019 Q1	$454K	Buy	5,255 +275	+6%	+$23.4K	0.02%	207
2018 Q4	$404K	Buy	4,980 +4,630	+1,323%	+$388K	0.02%	210
2018 Q3	$30.3K	Buy	350 +175	+100%	+$15K	﹤0.01%	497
2018 Q2	$14.9K	Sell	175 -107	-38%	-$9.17K	﹤0.01%	562
2018 Q1	$24.1K	Buy	+282	New	+$24.4K	﹤0.01%	512

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

Bartlett & Co Wealth Management's HYG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 478 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Bartlett & Co Wealth Management first reported a position in HYG in Q1 2018 and has held it in 33 quarters since. The position peaked at $462K in Q4 2019. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Bartlett & Co Wealth Management held 478 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $38.2K as of Q2 2026.
Bartlett & Co Wealth Management 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 Bartlett & Co Wealth Management's portfolio in Q2 2026, its #790 holding.
Bartlett & Co Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $462K in Q4 2019.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.