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

Diversify 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	$1.22M	Buy	15,433 +245	+2%	+$19.6K	0.02%	561
2026 Q1	$1.22M	Buy	15,188 +8,731	+135%	+$702K	0.02%	535
2025 Q4	$523K	Buy	6,457 +1,800	+39%	+$145K	0.02%	429
2025 Q3	$373K	Sell	4,657 -97	-2%	-$7.82K	0.02%	424
2025 Q2	$382K	Buy	+4,754	New	+$375K	0.02%	419
2025 Q1	–	Sell	-5,396	Closed	-$424K	–	525
2024 Q4	$424K	Sell	5,396 -231	-4%	-$18.3K	0.03%	373
2024 Q3	$445K	Sell	5,627 -1,118	-17%	-$88K	0.04%	336
2024 Q2	$521K	Buy	+6,745	New	+$519K	0.06%	266

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

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

Diversify Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 15,433 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #561.

Diversify Wealth Management first reported a position in HYG in Q2 2024 and has held it in 8 quarters since. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Diversify Wealth Management held 15,433 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.22M as of Q2 2026.
Diversify Wealth Management bought 245 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #561 holding.
Diversify Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.