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

Edgestream 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	$22.5M	Buy	281,586 +165,203	+142%	+$13.2M	0.67%	3
2026 Q1	$9.26M	Sell	116,383 -82,849	-42%	-$6.66M	0.3%	59
2025 Q4	$16.1M	Buy	199,232 +28,094	+16%	+$2.26M	0.45%	10
2025 Q3	$13.9M	Sell	171,138 -208,559	-55%	-$16.8M	0.41%	20
2025 Q2	$30.6M	Buy	379,697 +229,431	+153%	+$18.1M	0.85%	1
2025 Q1	$11.9M	Buy	+150,266	New	+$11.9M	0.4%	19
2024 Q4	–	Sell	-384,560	Closed	-$30.9M	–	954
2024 Q3	$30.9M	Buy	+384,560	New	+$30.3M	1.36%	3
2024 Q2	–	Sell	-191,214	Closed	-$14.9M	–	936
2024 Q1	$14.9M	Buy	191,214 +130,762	+216%	+$10.1M	0.74%	6
2023 Q4	$4.68M	Sell	60,452 -54,616	-47%	-$4.07M	0.34%	38
2023 Q3	$8.48M	Buy	115,068 +81,135	+239%	+$6.06M	0.68%	7
2023 Q2	$2.55M	Buy	33,933 +24,652	+266%	+$1.84M	0.23%	119
2023 Q1	$701K	Buy	+9,281	New	+$695K	0.08%	350

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

Edgestream Partners's HYG Position: Q2 2026 in Review

Edgestream Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 142% in Q2 2026, buying an estimated $13.2M and bringing the position to 281,586 shares worth $22.5M. The position accounts for 0.67% of the portfolio, ranked #3.

Edgestream Partners first reported a position in HYG in Q1 2023 and has held it in 12 quarters since. The position peaked at $30.9M in Q3 2024. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Edgestream Partners held 281,586 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $22.5M as of Q2 2026.
Edgestream Partners bought 165,203 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $13.2M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.67% of Edgestream Partners's portfolio in Q2 2026, its #3 holding.
Edgestream Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Edgestream Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $30.9M in Q3 2024.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.