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

Birch 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	$1.19M	Buy	14,835 +1,254	+9%	+$100K	0.61%	34
2026 Q1	$1.08M	Sell	13,581 -153	-1%	-$12.3K	0.63%	34
2025 Q4	$1.11M	Buy	13,734 +781	+6%	+$63K	0.63%	30
2025 Q3	$1.05M	Buy	12,953 +1,576	+14%	+$127K	0.62%	35
2025 Q2	$918K	Buy	11,377 +3,172	+39%	+$250K	0.73%	32
2025 Q1	$647K	Buy	8,205 +4,968	+153%	+$394K	0.58%	38
2024 Q4	$255K	Buy	+3,237	New	+$257K	0.29%	74

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

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

Birch Financial Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.2% in Q2 2026, buying an estimated $100K and bringing the position to 14,835 shares worth $1.19M. The position accounts for 0.61% of the portfolio, ranked #34.

Birch Financial Group first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Birch Financial Group held 14,835 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.19M as of Q2 2026.
Birch Financial Group bought 1,254 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $100K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.61% of Birch Financial Group's portfolio in Q2 2026, its #34 holding.
Birch Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.