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Emergent Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Emergent Wealth 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 		$376K Buy
4,706
+48
+1% +$3.84K 0.2% 85
2026
Q1 		$371K Sell
4,658
-23,378
-83% -$1.88M 0.22% 82
2025
Q4 		$2.26M Sell
28,036
-9,529
-25% -$768K 1.27% 19
2025
Q3 		$3.07M Buy
37,565
+3,882
+12% +$313K 1.78% 15
2025
Q2 		$2.83M Buy
33,683
+1,074
+3% +$84.6K 1.81% 16
2025
Q1 		$2.57M Buy
32,609
+8,605
+36% +$683K 1.86% 17
2024
Q4 		$1.89M Buy
24,004
+487
+2% +$38.7K 1.37% 17
2024
Q3 		$1.89M Buy
23,517
+348
+2% +$27.4K 1.4% 16
2024
Q2 		$1.79M Buy
23,169
+1,633
+8% +$126K 1.44% 16
2024
Q1 		$1.67M Buy
+21,536
New +$1.66M 1.44% 14

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Emergent Wealth Advisors's HYG Position: Q2 2026 in Review

Emergent Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1% in Q2 2026, buying an estimated $3.84K and bringing the position to 4,706 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #85.

Emergent Wealth Advisors first reported a position in HYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.07M in Q3 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Emergent Wealth Advisors held 4,706 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $376K as of Q2 2026.
  • Emergent Wealth Advisors bought 48 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.84K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.2% of Emergent Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Emergent Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Emergent Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.07M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.