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Beacon Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Beacon Financial Group’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 		$262K Sell
3,280
-301
-8% -$24.1K 0.02% 332
2026
Q1 		$285K Buy
3,581
+56
+2% +$4.5K 0.03% 296
2025
Q4 		$284K Sell
3,525
-515
-13% -$41.5K 0.03% 295
2025
Q3 		$328K Buy
4,040
+550
+16% +$44.3K 0.03% 284
2025
Q2 		$281K Buy
3,490
+162
+5% +$12.8K 0.03% 295
2025
Q1 		$263K Sell
3,328
-2,293
-41% -$182K 0.03% 298
2024
Q4 		$442K Buy
5,621
+1,764
+46% +$140K 0.05% 235
2024
Q3 		$310K Sell
3,857
-18
-0.5% -$1.42K 0.03% 279
2024
Q2 		$299K Sell
3,875
-664
-15% -$51.1K 0.03% 263
2024
Q1 		$353K Sell
4,539
-9,880
-69% -$764K 0.04% 249
2023
Q4 		$1.12M Sell
14,419
-13,462
-48% -$1M 0.14% 145
2023
Q3 		$2.1M Sell
27,881
-2,234
-7% -$167K 0.3% 89
2023
Q2 		$2.25M Buy
30,115
+16,477
+121% +$1.23M 0.31% 88
2023
Q1 		$1.02M Sell
13,638
-68,364
-83% -$5.12M 0.14% 133
2022
Q4 		$6.05M Buy
82,002
+66,217
+419% +$4.88M 0.83% 32
2022
Q3 		$1.13M Buy
15,785
+1,079
+7% +$81.5K 0.18% 121
2022
Q2 		$1.1M Sell
14,706
-22,894
-61% -$1.78M 0.16% 128
2022
Q1 		$3.11M Sell
37,600
-21,039
-36% -$1.76M 0.41% 72
2021
Q4 		$5.1M Buy
58,639
+5,163
+10% +$448K 0.66% 48
2021
Q3 		$4.68M Buy
53,476
+4,373
+9% +$384K 0.63% 51
2021
Q2 		$4.3M Buy
49,103
+11,778
+32% +$1.03M 0.61% 55
2021
Q1 		$3.26M Hold
37,325
– – 0.51% 65
2020
Q4 		$3.26M Buy
37,325
+6,415
+21% +$549K 0.51% 66
2020
Q3 		$2.59M Buy
30,910
+12,820
+71% +$1.08M 0.46% 64
2020
Q2 		$1.46M Sell
18,090
-2,953
-14% -$238K 0.28% 93
2020
Q1 		$1.64M Sell
21,043
-3,145
-13% -$266K 0.36% 80
2019
Q4 		$2.13M Buy
24,188
+543
+2% +$47.3K 0.27% 80
2019
Q3 		$2.06M Buy
23,645
+14,353
+154% +$1.25M 0.35% 77
2019
Q2 		$810K Sell
9,292
-13,990
-60% -$1.21M 0.14% 120
2019
Q1 		$2.01K Buy
23,282
+9,719
+72% +$825K 0.33% 80
2018
Q4 		$1.1M Sell
13,563
-15,552
-53% -$1.3M 0.21% 97
2018
Q3 		$2.52M Buy
29,115
+1,374
+5% +$118K 0.42% 72
2018
Q2 		$2.36M Sell
27,741
-5,399
-16% -$463K 0.4% 70
2018
Q1 		$2.84M Sell
33,140
-4,096
-11% -$354K 0.48% 61
2017
Q4 		$3.25M Sell
37,236
-2,928
-7% -$257K 0.57% 51
2017
Q3 		$3.56M Buy
40,164
+342
+0.9% +$30.2K 0.64% 50
2017
Q2 		$3.51M Sell
39,822
-50
-0.1% -$4.4K 0.67% 51
2017
Q1 		$3.5M Sell
39,872
-337
-0.8% -$29.4K 0.67% 51
2016
Q4 		$3.48M Sell
40,209
-2,420
-6% -$208K 0.71% 50
2016
Q3 		$3.7M Sell
42,629
-3,018
-7% -$260K 0.78% 45
2016
Q2 		$3.84M Sell
45,647
-828
-2% -$68.8K 0.84% 42
2016
Q1 		$3.79M Buy
46,475
+24,128
+108% +$1.92M 0.82% 43
2015
Q4 		$1.8M Sell
22,347
-14,463
-39% -$1.2M 0.41% 59
2015
Q3 		$3.05M Sell
36,810
-25,545
-41% -$2.21M 0.75% 43
2015
Q2 		$5.51M Sell
62,355
-391
-0.6% -$35.3K 1.2% 26
2015
Q1 		$5.69M Buy
62,746
+11,298
+22% +$1.02M 1.26% 24
2014
Q4 		$4.62M Sell
51,448
-25,192
-33% -$2.29M 0.96% 37
2014
Q3 		$7M Buy
+76,640
New +$7.17M 1.52% 14
2014
Q2 		– Sell
-80,886
Closed -$7.62M – 159
2014
Q1 		$7.62M Buy
80,886
+457
+0.6% +$42.9K 1.57% 13
2013
Q4 		$7.46M Buy
80,429
+2,153
+3% +$200K 1.44% 13
2013
Q3 		$7.19M Buy
+78,276
New +$7.18M 1.55% 11

Other funds holding HYG

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Beacon Financial Group's HYG Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.4% in Q2 2026, selling an estimated $24.1K and leaving 3,280 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #332.

Beacon Financial Group first reported a position in HYG in Q3 2013 and has held it in 51 quarters since. The position peaked at $7.62M in Q1 2014. 403 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Beacon Financial Group held 3,280 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $262K as of Q2 2026.
  • Beacon Financial Group sold 301 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.1K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #332 holding.
  • Beacon Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and has held it in 51 quarters since.
  • Beacon Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.62M in Q1 2014.
  • 403 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.