Darwin Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Darwin Wealth Management’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	$129K	Buy	1,613 +53	+3%	+$4.24K	0.04%	164
2026 Q1	$124K	Buy	1,560 +116	+8%	+$9.33K	0.04%	160
2025 Q4	$116K	Buy	1,444 +43	+3%	+$3.47K	0.04%	164
2025 Q3	$114K	Sell	1,401 -57	-4%	-$4.59K	0.04%	169
2025 Q2	$118K	Sell	1,458 -166	-10%	-$13.1K	0.04%	153
2025 Q1	$128K	Hold	1,624	–	–	0.04%	158
2024 Q4	$128K	Sell	1,624 -106	-6%	-$8.41K	0.04%	158
2024 Q3	$139K	Buy	+1,730	New	+$136K	0.04%	165
2021 Q1	–	Sell	-72,547	Closed	-$6.33M	–	172
2020 Q4	$6.33M	Sell	72,547 -937	-1%	-$80.2K	1.19%	20
2020 Q3	$6.17M	Buy	73,484 +4,872	+7%	+$410K	1.33%	20
2020 Q2	$5.6M	Buy	68,612 +3,214	+5%	+$259K	1.43%	23
2020 Q1	$5.04M	Buy	65,398 +2,026	+3%	+$171K	1.6%	19
2019 Q4	$5.57M	Buy	63,372 +3,352	+6%	+$292K	1.48%	19
2019 Q3	$5.23M	Buy	60,020 +3,901	+7%	+$339K	1.55%	18
2019 Q2	$4.89M	Sell	56,119 -13,705	-20%	-$1.18M	1.51%	19
2019 Q1	$6.04M	Buy	+69,824	New	+$5.93M	1.99%	12
2018 Q1	–	Sell	-42,093	Closed	-$3.67M	–	143
2017 Q4	$3.67M	Buy	+42,093	New	+$3.69M	1.57%	17
2017 Q3	–	Sell	-40,623	Closed	-$3.59M	–	113
2017 Q2	$3.59M	Sell	40,623 -3,213	-7%	-$283K	1.98%	13
2017 Q1	$3.85M	Sell	43,836 -22,889	-34%	-$2M	2.23%	9
2016 Q4	$5.78M	Buy	+66,725	New	+$5.75M	3.88%	4

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

Darwin Wealth Management's HYG Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.4% in Q2 2026, buying an estimated $4.24K and bringing the position to 1,613 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #164.

Darwin Wealth Management first reported a position in HYG in Q4 2016 and has held it in 20 quarters since. The position peaked at $6.33M in Q4 2020. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Darwin Wealth Management held 1,613 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $129K as of Q2 2026.
Darwin Wealth Management bought 53 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.24K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Darwin Wealth Management's portfolio in Q2 2026, its #164 holding.
Darwin Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 20 quarters since.
Darwin Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.33M in Q4 2020.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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