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

Cyndeo 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	$1.36M	Buy	17,068 +7,207	+73%	+$577K	0.06%	226
2026 Q1	$785K	Buy	9,861 +6,617	+204%	+$532K	0.04%	259
2025 Q4	$262K	Sell	3,244 -192	-6%	-$15.5K	0.01%	419
2025 Q3	$279K	Hold	3,436	–	–	0.02%	402
2025 Q2	$277K	Buy	+3,436	New	+$271K	0.02%	400
2024 Q2	–	Sell	-6,713	Closed	-$522K	–	404
2024 Q1	$522K	Sell	6,713 -7,950	-54%	-$614K	0.04%	258
2023 Q4	$1.13M	Sell	14,663 -12,763	-47%	-$952K	0.11%	179
2023 Q3	$2.02M	Hold	27,426	–	–	0.21%	125
2023 Q2	$2.06M	Sell	27,426 -36	-0.1%	-$2.69K	0.22%	116
2023 Q1	$2.07M	Buy	27,462 +21,909	+395%	+$1.64M	0.22%	122
2022 Q4	$409K	Buy	+5,553	New	+$409K	0.05%	233

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cyndeo Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 73% in Q2 2026, buying an estimated $577K and bringing the position to 17,068 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #226.

Cyndeo Wealth Partners first reported a position in HYG in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.07M in Q1 2023. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Cyndeo Wealth Partners held 17,068 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.36M as of Q2 2026.
Cyndeo Wealth Partners bought 7,207 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $577K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #226 holding.
Cyndeo Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Cyndeo Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.07M in Q1 2023.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.