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

BKM 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 Q1	$2.25M	Buy	28,267 +291	+1%	+$23.4K	0.82%	34
2025 Q4	$2.26M	Sell	27,976 -2,280	-8%	-$184K	0.82%	35
2025 Q3	$2.46M	Buy	30,256 +1,217	+4%	+$98.1K	0.91%	30
2025 Q2	$2.34M	Buy	29,039 +312	+1%	+$24.6K	0.91%	29
2025 Q1	$2.27M	Sell	28,727 -302	-1%	-$24K	0.93%	32
2024 Q4	$2.28M	Buy	29,029 +23,797	+455%	+$1.89M	0.94%	27
2024 Q3	$420K	Buy	5,232 +98	+2%	+$7.71K	0.17%	121
2024 Q2	$396K	Buy	5,134 +224	+5%	+$17.2K	0.19%	118
2024 Q1	$382K	Buy	4,910 +852	+21%	+$65.8K	0.16%	122
2023 Q4	$314K	Buy	+4,058	New	+$303K	0.13%	129

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BKM Wealth Management's HYG Position: Q1 2026 in Review

BKM Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1% in Q1 2026, buying an estimated $23.4K and bringing the position to 28,267 shares worth $2.25M. The position accounts for 0.82% of the portfolio, ranked #34.

BKM Wealth Management first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

BKM Wealth Management held 28,267 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.25M as of Q1 2026.
BKM Wealth Management bought 291 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $23.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.82% of BKM Wealth Management's portfolio in Q1 2026, its #34 holding.
BKM Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.46M in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.