Compass Financial Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Compass Financial 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	$187K	Buy	+2,353	New	+$188K	0.02%	433

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Compass Financial Management's HYG Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #433 holding.
945 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.