Corepath Wealth Partners
HYG icon

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

Corepath 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
Q3 		$3.29M Sell
42,660
-4,731
-10% -$375K 2.29% 13
2026
Q2 		$3.78M Buy
47,391
+3,114
+7% +$249K 2.35% 13
2026
Q1 		$3.55M Buy
44,277
+1,315
+3% +$106K 2.39% 13
2025
Q4 		$3.48M Buy
42,962
+5,677
+15% +$458K 2.33% 13
2025
Q3 		$3.01M Buy
37,285
+6,604
+22% +$532K 2.19% 13
2025
Q2 		$2.47M Buy
30,681
+2,076
+7% +$164K 2.08% 11
2025
Q1 		$2.22M Buy
28,605
+1,934
+7% +$154K 2.11% 11
2024
Q4 		$2.1M Buy
26,671
+510
+2% +$40.5K 2.04% 12
2024
Q3 		$2.08M Buy
26,161
+735
+3% +$57.8K 2.02% 12
2024
Q2 		$1.97M Buy
25,426
+580
+2% +$44.6K 2.08% 11
2024
Q1 		$1.9M Sell
24,846
-11,603
-32% -$897K 2.11% 12
2023
Q4 		$2.79M Sell
36,449
-11
-0% -$820 1.56% 13
2023
Q3 		$2.65M Buy
36,460
+466
+1% +$34.8K 1.6% 13
2023
Q2 		$2.71M Buy
35,994
+6,111
+20% +$456K 1.59% 13
2023
Q1 		$2.25M Buy
29,883
+1,155
+4% +$86.5K 1.41% 15
2022
Q4 		$2.18M Buy
28,728
+593
+2% +$43.7K 1.45% 15
2022
Q3 		$2.04M Buy
28,135
+497
+2% +$37.6K 1.51% 15
2022
Q2 		$2.06M Buy
27,638
+561
+2% +$43.6K 1.52% 15
2022
Q1 		$2.16M Buy
27,077
+5,719
+27% +$478K 1.51% 13
2021
Q4 		$1.84M Buy
21,358
+1,532
+8% +$133K 1.31% 13
2021
Q3 		$1.73M Buy
19,826
+545
+3% +$47.8K 1.33% 13
2021
Q2 		$1.68M Buy
19,281
+1,797
+10% +$157K 1.3% 13
2021
Q1 		$1.52M Buy
17,484
+1,524
+10% +$133K 1.34% 14
2020
Q4 		$1.37M Buy
+15,960
New +$1.37M 1.43% 13

Other funds holding HYG

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PartnerRe Asset Management
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Corepath Wealth Partners's HYG Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 10% in Q3 2026, selling an estimated $375K and leaving 42,660 shares worth $3.29M. The position accounts for 2.29% of the portfolio, ranked #13.

Corepath Wealth Partners first reported a position in HYG in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.78M in Q2 2026. 208 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • Corepath Wealth Partners held 42,660 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.29M as of Q3 2026.
  • Corepath Wealth Partners sold 4,731 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $375K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 2.29% of Corepath Wealth Partners's portfolio in Q3 2026, its #13 holding.
  • Corepath Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Corepath Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.78M in Q2 2026.
  • 208 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.