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

Elevation 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
Q3 		$65.6K Buy
+849
New +$67.3K 0.02% 304
2024
Q3 		– Sell
-36,058
Closed -$2.78M – 514
2024
Q2 		$2.78M Buy
36,058
+6,750
+23% +$519K 1.32% 20
2024
Q1 		$2.28M Buy
29,308
+17,343
+145% +$1.34M 1.14% 23
2023
Q4 		$882K Buy
+11,965
New +$892K 0.53% 38

Other funds holding HYG

PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
APU
Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Elevation Wealth Partners's HYG Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2026: 849 shares worth $65.6K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in HYG as recently as Q2 2024.

Elevation Wealth Partners first reported a position in HYG in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.78M in Q2 2024. 117 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • Elevation Wealth Partners held 849 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $65.6K as of Q3 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Elevation Wealth Partners position in Q3 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #304 holding.
  • Elevation Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Elevation Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.78M in Q2 2024.
  • 117 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.