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

EPG Wealth Management’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	$147K	Hold	1,838	–	–	0.04%	189
2026 Q1	$146K	Hold	1,838	–	–	0.04%	190
2025 Q4	$148K	Hold	1,838	–	–	0.04%	191
2025 Q3	$149K	Hold	1,838	–	–	0.04%	189
2025 Q2	$148K	Hold	1,838	–	–	0.04%	190
2025 Q1	$145K	Hold	1,838	–	–	0.04%	240
2024 Q4	$145K	Hold	1,838	–	–	0.04%	247
2024 Q3	$148K	Buy	+1,838	New	+$145K	0.04%	252
2024 Q2	–	Sell	-1,963	Closed	-$151K	–	264
2024 Q1	$153K	Hold	1,963	–	–	0.04%	265
2023 Q4	$150K	Hold	1,963	–	–	0.04%	252
2023 Q3	$145K	Sell	1,963 -1,671	-46%	-$125K	0.04%	250
2023 Q2	$273K	Sell	3,634 -682	-16%	-$50.9K	0.08%	200
2023 Q1	$326K	Buy	4,316 +3,753	+667%	+$281K	0.1%	177
2022 Q4	$41.4K	Buy	563 +10	+2%	+$737	0.02%	274
2022 Q3	$39K	Buy	+553	New	+$41.8K	0.02%	273
2022 Q2	–	Sell	-1,385	Closed	-$114K	–	286
2022 Q1	$114K	Buy	1,385 +4	+0.3%	+$334	0.04%	253
2021 Q4	$120K	Buy	1,381 +7	+0.5%	+$607	0.04%	253
2021 Q3	$120K	Buy	+1,374	New	+$121K	0.05%	232
2020 Q2	–	Sell	-1,012	Closed	-$78K	–	412
2020 Q1	$78K	Buy	1,012 +457	+82%	+$38.6K	0.06%	212
2019 Q4	$49K	Buy	+555	New	+$48.3K	0.04%	238

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

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

EPG Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 1,838 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #189.

EPG Wealth Management first reported a position in HYG in Q4 2019 and has held it in 20 quarters since. The position peaked at $326K in Q1 2023. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

EPG Wealth Management held 1,838 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $147K as of Q2 2026.
EPG Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of EPG Wealth Management's portfolio in Q2 2026, its #189 holding.
EPG Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $326K in Q1 2023.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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