Bogart Wealth LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bogart Wealth LLC’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	$228	Hold	3	–	–	﹤0.01%	1895
2026 Q1	$223	Buy	+3	New	+$241	﹤0.01%	1693
2023 Q1	–	Sell	-123	Closed	-$9.06K	–	1157
2022 Q4	$9.06K	Sell	123 -150	-55%	-$11.1K	﹤0.01%	571
2022 Q3	$19K	Hold	273	–	–	﹤0.01%	439
2022 Q2	$20K	Hold	273	–	–	﹤0.01%	416
2022 Q1	$22K	Hold	273	–	–	﹤0.01%	370
2021 Q4	$24K	Buy	273 +271	+13,550%	+$23.5K	﹤0.01%	344
2021 Q3	$0	Buy	+2	New	+$175	﹤0.01%	744
2021 Q2	–	Sell	-50	Closed	-$4K	–	703
2021 Q1	$4K	Buy	+50	New	+$4.35K	﹤0.01%	499
2020 Q4	–	Sell	-8,420	Closed	-$706K	–	482
2020 Q3	$706K	Buy	8,420 +7,815	+1,292%	+$658K	0.16%	89
2020 Q2	$49K	Buy	605 +452	+295%	+$36.4K	0.01%	179
2020 Q1	$12K	Hold	153	–	–	﹤0.01%	251
2019 Q4	$13K	Hold	153	–	–	﹤0.01%	262
2019 Q3	$13K	Hold	153	–	–	0.01%	239
2019 Q2	$13K	Hold	153	–	–	0.01%	223
2019 Q1	$13K	Hold	153	–	–	0.01%	221
2018 Q4	$12K	Sell	153 -48	-24%	-$4.02K	0.01%	226
2018 Q3	$17K	Sell	201 -34	-14%	-$2.92K	0.01%	199
2018 Q2	$19K	Hold	235	–	–	0.01%	207
2018 Q1	$20K	Hold	235	–	–	0.01%	196
2017 Q4	$21K	Hold	235	–	–	0.01%	192
2017 Q3	$21K	Buy	+235	New	+$20.7K	0.02%	191

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

Bogart Wealth LLC's HYG Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 3 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Bogart Wealth LLC first reported a position in HYG in Q3 2017 and has held it in 22 quarters since. The position peaked at $706K in Q3 2020. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Bogart Wealth LLC held 3 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $228 as of Q2 2026.
Bogart Wealth LLC left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1895 holding.
Bogart Wealth LLC first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and has held it in 22 quarters since.
Bogart Wealth LLC's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $706K in Q3 2020.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.