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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$506K Buy
6,330
+95
+2% +$7.6K 0.15% 85
2026
Q1
$496K Buy
+6,235
New +$501K 0.2% 75

Other funds holding HYG

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

Ducere Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.5% in Q2 2026, buying an estimated $7.6K and bringing the position to 6,330 shares worth $506K. The position accounts for 0.15% of the portfolio, ranked #85.

Ducere Wealth Management first reported a position in HYG in Q1 2026 and has held it in 2 quarters since. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Ducere Wealth Management held 6,330 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $506K as of Q2 2026.
  • Ducere Wealth Management bought 95 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.6K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Ducere Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Ducere Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.