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 Q2	$1.99M	Sell	24,909 -3,358	-12%	-$269K	0.71%	41
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 $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Paris, France $289B AUM 60.46% 1-Year Est. Return

BKM Wealth Management's HYG Position: Q2 2026 in Review

BKM Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 12% in Q2 2026, selling an estimated $269K and leaving 24,909 shares worth $1.99M. The position accounts for 0.71% of the portfolio, ranked #41.

BKM Wealth Management first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q3 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

BKM Wealth Management held 24,909 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.99M as of Q2 2026.
BKM Wealth Management sold 3,358 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $269K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.71% of BKM Wealth Management's portfolio in Q2 2026, its #41 holding.
BKM Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.46M in Q3 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.