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Evergreen Wealth Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Evergreen Wealth Solutions’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 		$431K Buy
5,400
+3
+0.1% +$240 0.02% 358
2026
Q1 		$429K Buy
5,397
+2,806
+108% +$226K 0.03% 273
2025
Q4 		$209K Buy
+2,591
New +$209K 0.03% 207

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Evergreen Wealth Solutions's HYG Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.06% in Q2 2026, buying an estimated $240 and bringing the position to 5,400 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #358.

Evergreen Wealth Solutions first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Evergreen Wealth Solutions held 5,400 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $431K as of Q2 2026.
  • Evergreen Wealth Solutions bought 3 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $240.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #358 holding.
  • Evergreen Wealth Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.