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COMPASS FINANCIAL MANAGEMENT LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$187K Buy
+2,353
New +$188K 0.02% 433

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HYG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 2,353 shares worth $187K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings.

749 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,353 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $187K as of Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #433 holding.
  • 749 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.