Dumont & Blake Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Dumont & Blake Investment Advisors’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	$217K	Hold	2,712	–	–	0.05%	185
2026 Q1	$216K	Hold	2,712	–	–	0.05%	185
2025 Q4	$219K	Hold	2,712	–	–	0.05%	187
2025 Q3	$220K	Hold	2,712	–	–	0.05%	188
2025 Q2	$219K	Hold	2,712	–	–	0.06%	188
2025 Q1	$214K	Hold	2,712	–	–	0.06%	187
2024 Q4	$213K	Hold	2,712	–	–	0.06%	182
2024 Q3	$218K	Sell	2,712 -2,708	-50%	-$213K	0.06%	184
2024 Q2	$418K	Buy	5,420 +2,710	+100%	+$208K	0.06%	184
2024 Q1	$211K	Hold	2,710	–	–	0.06%	185
2023 Q4	$210K	Sell	2,710 -106	-4%	-$7.9K	0.07%	183
2023 Q3	$208K	Hold	2,816	–	–	0.07%	176
2023 Q2	$211K	Hold	2,816	–	–	0.07%	174
2023 Q1	$213K	Hold	2,816	–	–	0.07%	178
2022 Q4	$207K	Hold	2,816	–	–	0.07%	179
2022 Q3	$201K	Hold	2,816	–	–	0.08%	174
2022 Q2	$207K	Hold	2,816	–	–	0.07%	184
2022 Q1	$232K	Hold	2,816	–	–	0.06%	196
2021 Q4	$245K	Hold	2,816	–	–	0.06%	183
2021 Q3	$246K	Hold	2,816	–	–	0.07%	178
2021 Q2	$248K	Buy	2,816 +170	+6%	+$14.8K	0.07%	180
2021 Q1	$231K	Buy	+2,646	New	+$230K	0.07%	179

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

Dumont & Blake Investment Advisors's HYG Position: Q2 2026 in Review

Dumont & Blake Investment Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 2,712 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #185.

Dumont & Blake Investment Advisors first reported a position in HYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $418K in Q2 2024. 992 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Dumont & Blake Investment Advisors held 2,712 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $217K as of Q2 2026.
Dumont & Blake Investment Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #185 holding.
Dumont & Blake Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Dumont & Blake Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $418K in Q2 2024.
992 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.