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Concord Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Concord Wealth Partners’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 		$150K Buy
+1,876
New +$150K 0.02% 248
2026
Q1 		– Sell
-1,829
Closed -$147K – 460
2025
Q4 		$147K Buy
1,829
+34
+2% +$2.74K 0.02% 217
2025
Q3 		$146K Buy
1,795
+26
+1% +$2.1K 0.02% 221
2025
Q2 		$143K Buy
1,769
+26
+1% +$2.05K 0.02% 236
2025
Q1 		$138K Buy
1,743
+16
+0.9% +$1.27K 0.02% 215
2024
Q4 		$136K Buy
1,727
+33
+2% +$2.62K 0.02% 223
2024
Q3 		$136K Buy
1,694
+26
+2% +$2.04K 0.02% 236
2024
Q2 		$129K Buy
1,668
+25
+2% +$1.92K 0.02% 226
2024
Q1 		$128K Buy
1,643
+17
+1% +$1.31K 0.02% 247
2023
Q4 		$126K Buy
1,626
+32
+2% +$2.39K 0.03% 254
2023
Q3 		$117K Buy
1,594
+24
+2% +$1.79K 0.03% 261
2023
Q2 		$118K Buy
1,570
+21
+1% +$1.57K 0.03% 257
2023
Q1 		$117K Sell
1,549
-566
-27% -$42.4K 0.03% 230
2022
Q4 		$156K Buy
+2,115
New +$156K 0.05% 190
2022
Q3 		– Sell
-1,868
Closed -$138K – 590
2022
Q2 		$138K Buy
1,868
+22
+1% +$1.71K 0.04% 212
2022
Q1 		$152K Buy
1,846
+11
+0.6% +$920 0.04% 226
2021
Q4 		$160K Buy
1,835
+1,827
+22,838% +$159K 0.04% 217
2021
Q3 		$1K Sell
8
-129
-94% -$11.3K ﹤0.01% 838
2021
Q2 		$12K Sell
137
-359
-72% -$31.3K ﹤0.01% 594
2021
Q1 		$43K Sell
496
-1,209
-71% -$105K 0.01% 364
2020
Q4 		$149K Buy
+1,705
New +$146K 0.11% 94

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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

Concord Wealth Partners's HYG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 1,876 shares worth $150K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HYG as recently as Q4 2025.

Concord Wealth Partners first reported a position in HYG in Q4 2020 and has held it in 21 quarters since. The position peaked at $160K in Q4 2021. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Concord Wealth Partners held 1,876 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $150K as of Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Concord Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $160K in Q4 2021.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.