Cypress Wealth Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cypress Wealth Services’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
2020 Q4	–	Sell	-54,334	Closed	-$4.56M	–	375
2020 Q3	$4.56M	Buy	+54,334	New	+$4.57M	1.17%	22

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cypress Wealth Services's HYG Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.58% in Q2 2026, buying an estimated $20.7K and bringing the position to 44,762 shares worth $3.58M. The position accounts for 0.44% of the portfolio, ranked #51.

Cypress Wealth Services first reported a position in HYG in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.12M in Q3 2021. 327 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Cypress Wealth Services held 44,762 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.58M as of Q2 2026.
Cypress Wealth Services bought 259 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $20.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.44% of Cypress Wealth Services's portfolio in Q2 2026, its #51 holding.
Cypress Wealth Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.12M in Q3 2021.
327 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.