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

Financial Gravity Companies’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	$480	Buy	+6	New	+$480	﹤0.01%	858
2025 Q2	$7.02K	Buy	+87	New	+$6.85K	﹤0.01%	633
2024 Q4	$6.53K	Buy	83 +9	+12%	+$714	﹤0.01%	645
2024 Q3	$5.94K	Buy	+74	New	+$5.82K	﹤0.01%	421
2018 Q4	$2.13M	Buy	+25,093	New	+$2.1M	1.93%	7
2018 Q1	$1.9M	Buy	22,232 +3,396	+18%	+$293K	1.94%	7
2017 Q4	$1.64M	Buy	+18,836	New	+$1.65M	1.89%	7

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 Gravity Companies's HYG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 6 shares worth $480. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HYG as recently as Q2 2025.

Financial Gravity Companies first reported a position in HYG in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.13M in Q4 2018. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Financial Gravity Companies held 6 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $480 as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #858 holding.
Financial Gravity Companies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.13M in Q4 2018.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.