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Beirne Wealth Consulting Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Beirne Wealth Consulting Services’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 		$7.13M Buy
89,110
+2,817
+3% +$225K 1.42% 17
2026
Q1 		$6.87M Buy
86,293
+21,985
+34% +$1.77M 1.94% 15
2025
Q4 		$5.19M Buy
64,308
+3,264
+5% +$263K 1.5% 18
2025
Q3 		$4.96M Buy
61,044
+1,937
+3% +$156K 1.19% 23
2025
Q2 		$4.77M Buy
59,107
+9,379
+19% +$739K 1.55% 18
2025
Q1 		$3.92M Buy
49,728
+620
+1% +$49.2K 1.4% 19
2024
Q4 		$3.86M Sell
49,108
-323
-0.7% -$25.6K 1.39% 20
2024
Q3 		$3.97M Sell
49,431
-322
-0.6% -$25.3K 1.39% 20
2024
Q2 		$3.84M Buy
49,753
+3,025
+6% +$233K 1.55% 18
2024
Q1 		$3.63M Buy
46,728
+147
+0.3% +$11.4K 1.54% 16
2023
Q4 		$3.61M Sell
46,581
-15,660
-25% -$1.17M 1.79% 11
2023
Q3 		$4.67M Hold
62,241
– – 3.73% 6
2023
Q2 		$4.67M Sell
62,241
-27,304
-30% -$2.04M 3.73% 6
2023
Q1 		$6.77M Sell
89,545
-351
-0.4% -$26.3K 4.75% 5
2022
Q4 		$6.62M Sell
89,896
-10,353
-10% -$763K 3.26% 8
2022
Q3 		$7.16M Sell
100,249
-7,252
-7% -$548K 2.72% 9
2022
Q2 		$7.91M Sell
107,501
-2,398
-2% -$186K 5.17% 5
2022
Q1 		$9.05M Buy
109,899
+150
+0.1% +$12.5K 5.05% 5
2021
Q4 		$9.55M Buy
109,749
+13,856
+14% +$1.2M 5.23% 6
2021
Q3 		$8.4M Buy
95,893
+11,151
+13% +$978K 4.78% 6
2021
Q2 		$7.47M Buy
84,742
+4,090
+5% +$357K 4.1% 6
2021
Q1 		$7.03M Buy
80,652
+9,478
+13% +$825K 4.13% 6
2020
Q4 		$6.21M Buy
71,174
+16,485
+30% +$1.41M 3.07% 6
2020
Q3 		$4.59M Buy
54,689
+2,021
+4% +$170K 2.68% 8
2020
Q2 		$4.3M Buy
52,668
+13,832
+36% +$1.11M 3.5% 7
2020
Q1 		$2.99M Sell
38,836
-859
-2% -$72.6K 3.24% 7
2019
Q4 		$3.49M Buy
39,695
+14,170
+56% +$1.23M 3.07% 8
2019
Q3 		$2.23M Buy
25,525
+5,998
+31% +$521K 1.85% 13
2019
Q2 		$1.7M Buy
19,527
+12,602
+182% +$1.09M 1.53% 18
2019
Q1 		$599K Sell
6,925
-1,178
-15% -$100K 0.47% 63
2018
Q4 		$657K Buy
+8,103
New +$678K 0.56% 51

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Beirne Wealth Consulting Services's HYG Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.3% in Q2 2026, buying an estimated $225K and bringing the position to 89,110 shares worth $7.13M. The position accounts for 1.42% of the portfolio, ranked #17.

Beirne Wealth Consulting Services first reported a position in HYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.55M in Q4 2021. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Beirne Wealth Consulting Services held 89,110 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.13M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 2,817 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $225K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.42% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #17 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9.55M in Q4 2021.
  • 985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.