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

Daymark 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	$683K	Buy	8,540 +3,386	+66%	+$271K	0.02%	405
2026 Q1	$410K	Sell	5,154 -192	-4%	-$15.4K	0.01%	484
2025 Q4	$431K	Sell	5,346 -84	-2%	-$6.77K	0.01%	424
2025 Q3	$441K	Sell	5,430 -423	-7%	-$34.1K	0.02%	408
2025 Q2	$472K	Sell	5,853 -7,188	-55%	-$566K	0.02%	362
2025 Q1	$1.03M	Buy	13,041 +4,393	+51%	+$349K	0.04%	238
2024 Q4	$680K	Sell	8,648 -307	-3%	-$24.4K	0.03%	285
2024 Q3	$719K	Buy	8,955 +436	+5%	+$34.3K	0.03%	287
2024 Q2	$657K	Buy	+8,519	New	+$655K	0.03%	295

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

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

Daymark Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 66% in Q2 2026, buying an estimated $271K and bringing the position to 8,540 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #405.

Daymark Wealth Partners first reported a position in HYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Daymark Wealth Partners held 8,540 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $683K as of Q2 2026.
Daymark Wealth Partners bought 3,386 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $271K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #405 holding.
Daymark Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.03M in Q1 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.