Cherry Tree Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
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Cherry Tree Wealth Management's HYG Position: Q1 2026 in Review
Cherry Tree Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.3% in Q1 2026, selling an estimated $2.57K and leaving 1,333 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #206.
Cherry Tree Wealth Management first reported a position in HYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $132K in Q2 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.
- Cherry Tree Wealth Management held 1,333 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $106K as of Q1 2026.
- Cherry Tree Wealth Management sold 32 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.57K.
- iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #206 holding.
- Cherry Tree Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
- Cherry Tree Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $132K in Q2 2023.
- 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.
Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.