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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
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 		$1.83M 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 		$1.69M 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

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Corepath Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7% in Q2 2026, buying an estimated $249K and bringing the position to 47,391 shares worth $3.78M. The position accounts for 2.35% of the portfolio, ranked #13.

Corepath Wealth Partners first reported a position in HYG in Q4 2020 and has held it in 23 quarters since. 211 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Corepath Wealth Partners held 47,391 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.78M as of Q2 2026.
  • Corepath Wealth Partners bought 3,114 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $249K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 2.35% of Corepath Wealth Partners's portfolio in Q2 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 23 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.