Everhart Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Everhart Financial Group’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	$904K	Buy	11,308 +5,011	+80%	+$401K	0.06%	192
2026 Q1	$501K	Buy	6,297 +712	+13%	+$57.3K	0.04%	276
2025 Q4	$450K	Buy	5,585 +1,143	+26%	+$92.1K	0.04%	278
2025 Q3	$361K	Sell	4,442 -1,202	-21%	-$96.8K	0.04%	289
2025 Q2	$455K	Sell	5,644 -192	-3%	-$15.1K	0.05%	239
2025 Q1	$460K	Buy	5,836 +2,145	+58%	+$170K	0.06%	220
2024 Q4	$290K	Sell	3,691 -112	-3%	-$8.89K	0.06%	260
2024 Q3	$286K	Buy	3,803 +415	+12%	+$32.6K	0.06%	266
2024 Q2	$242K	Buy	+3,388	New	+$260K	0.06%	256

Other funds holding HYG

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Everhart Financial Group's HYG Position: Q2 2026 in Review

Everhart Financial Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 80% in Q2 2026, buying an estimated $401K and bringing the position to 11,308 shares worth $904K. The position accounts for 0.06% of the portfolio, ranked #192.

Everhart Financial Group first reported a position in HYG in Q2 2024 and has held it in 9 quarters since. 207 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Everhart Financial Group held 11,308 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $904K as of Q2 2026.
Everhart Financial Group bought 5,011 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $401K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #192 holding.
Everhart Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
207 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.