EWA
HYG icon

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

EverSource 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 		$334K Sell
4,182
-2,860
-41% -$229K 0.01% 750
2026
Q1 		$560K Sell
7,042
-1,827
-21% -$147K 0.02% 559
2025
Q4 		$715K Sell
8,869
-804
-8% -$64.8K 0.03% 421
2025
Q3 		$785K Sell
9,673
-159
-2% -$12.8K 0.03% 370
2025
Q2 		$793K Sell
9,832
-1,234
-11% -$97.2K 0.04% 330
2025
Q1 		$873K Sell
11,066
-14,339
-56% -$1.14M 0.05% 271
2024
Q4 		$2M Buy
25,405
+25,215
+13,271% +$2M 0.11% 149
2024
Q3 		$15.3K Hold
190
– – ﹤0.01% 1633
2024
Q2 		$14.9K Buy
190
+25
+15% +$1.92K ﹤0.01% 1656
2024
Q1 		$12.6K Sell
165
-126
-43% -$9.74K ﹤0.01% 1580
2023
Q4 		$22.5K Sell
291
-21
-7% -$1.57K ﹤0.01% 1185
2023
Q3 		$23K Sell
312
-240
-43% -$17.9K ﹤0.01% 1075
2023
Q2 		$41.4K Buy
552
+209
+61% +$15.6K ﹤0.01% 910
2023
Q1 		$25.9K Buy
343
+220
+179% +$16.5K ﹤0.01% 994
2022
Q4 		$9.06K Buy
123
+13
+12% +$958 ﹤0.01% 1367
2022
Q3 		$8K Buy
110
+57
+108% +$4.31K ﹤0.01% 1197
2022
Q2 		$4K Hold
53
– – ﹤0.01% 1325
2022
Q1 		$4K Hold
53
– – ﹤0.01% 1333
2021
Q4 		$5K Buy
+53
New +$4.6K ﹤0.01% 1258

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

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

EverSource Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 41% in Q2 2026, selling an estimated $229K and leaving 4,182 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #750.

EverSource Wealth Advisors first reported a position in HYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q4 2024. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • EverSource Wealth Advisors held 4,182 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $334K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,860 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $229K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #750 holding.
  • EverSource Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.