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

Cherry Tree 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 Q3	$103K	Hold	1,333	–	–	0.02%	224
2026 Q2	$107K	Hold	1,333	–	–	0.02%	221
2026 Q1	$106K	Sell	1,333 -32	-2%	-$2.57K	0.02%	206
2025 Q4	$110K	Hold	1,365	–	–	0.02%	215
2025 Q3	$111K	Hold	1,365	–	–	0.02%	211
2025 Q2	$110K	Hold	1,365	–	–	0.03%	207
2025 Q1	$108K	Hold	1,365	–	–	0.03%	207
2024 Q4	$107K	Hold	1,365	–	–	0.03%	203
2024 Q3	$110K	Hold	1,365	–	–	0.03%	206
2024 Q2	$105K	Hold	1,365	–	–	0.03%	200
2024 Q1	$106K	Hold	1,365	–	–	0.03%	201
2023 Q4	$106K	Hold	1,365	–	–	0.03%	191
2023 Q3	$101K	Sell	1,365 -396	-22%	-$29.6K	0.03%	184
2023 Q2	$132K	Buy	+1,761	New	+$131K	0.04%	169

Other funds holding HYG

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Cherry Tree Wealth Management's HYG Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2026 at 1,333 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #224.

Cherry Tree Wealth Management first reported a position in HYG in Q2 2023 and has held it in 14 quarters since. The position peaked at $132K in Q2 2023. 260 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Cherry Tree Wealth Management held 1,333 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $103K as of Q3 2026.
Cherry Tree Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #224 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 14 quarters since.
Cherry Tree Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $132K in Q2 2023.
260 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.