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

Financial Alternatives’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	$2.78M	Hold	34,825	–	–	1.37%	15
2026 Q1	$2.77M	Sell	34,825 -2,503	-7%	-$201K	1.49%	15
2025 Q4	$3.01M	Sell	37,328 -70	-0.2%	-$5.64K	1.75%	15
2025 Q3	$3.04M	Sell	37,398 -854	-2%	-$68.8K	1.84%	14
2025 Q2	$3.09M	Sell	38,252 -248	-0.6%	-$19.5K	2.01%	12
2025 Q1	$3.04M	Sell	38,500 -993	-3%	-$78.8K	2.17%	12
2024 Q4	$3.11M	Sell	39,493 -18	-0%	-$1.43K	2.19%	13
2024 Q3	$3.17M	Hold	39,511	–	–	2.23%	12
2024 Q2	$3.05M	Sell	39,511 -27	-0.1%	-$2.08K	2.29%	11
2024 Q1	$3.07M	Sell	39,538 -358	-0.9%	-$27.7K	2.38%	10
2023 Q4	$3.09M	Sell	39,896 -6,698	-14%	-$499K	2.61%	10
2023 Q3	$3.43M	Sell	46,594 -2,005	-4%	-$150K	3.18%	9
2023 Q2	$3.65M	Sell	48,599 -1,045	-2%	-$78K	3.3%	9
2023 Q1	$3.75M	Sell	49,644 -594	-1%	-$44.5K	3.59%	8
2022 Q4	$3.7M	Buy	+50,238	New	+$3.7M	3.67%	9

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

Financial Alternatives's HYG Position: Q2 2026 in Review

Financial Alternatives held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 34,825 shares worth $2.78M. The position accounts for 1.37% of the portfolio, ranked #15.

Financial Alternatives first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.75M in Q1 2023. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Financial Alternatives held 34,825 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.78M as of Q2 2026.
Financial Alternatives left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.37% of Financial Alternatives's portfolio in Q2 2026, its #15 holding.
Financial Alternatives first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Financial Alternatives's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.75M in Q1 2023.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.