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

Financial Strategies 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	$319K	Hold	4,004	–	–	0.05%	82
2026 Q1	$322K	Buy	4,004 +828	+26%	+$66.6K	0.05%	82
2025 Q4	$257K	Hold	3,176	–	–	0.05%	86
2025 Q3	$255K	Hold	3,176	–	–	0.05%	87
2025 Q2	$254K	Hold	3,176	–	–	0.05%	88
2025 Q1	$246K	Hold	3,176	–	–	0.06%	89
2024 Q4	$249K	Hold	3,176	–	–	0.06%	92
2024 Q3	$253K	Hold	3,176	–	–	0.06%	92
2024 Q2	$246K	Sell	3,176 -280	-8%	-$21.5K	0.06%	85
2024 Q1	$267K	Sell	3,456 -4,447	-56%	-$344K	0.07%	70
2023 Q4	$609K	Buy	7,903 +3,559	+82%	+$265K	0.17%	48
2023 Q3	$314K	Buy	+4,344	New	+$324K	0.1%	63

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 Strategies Group's HYG Position: Q2 2026 in Review

Financial Strategies Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 4,004 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #82.

Financial Strategies Group first reported a position in HYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $609K in Q4 2023. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Financial Strategies Group held 4,004 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $319K as of Q2 2026.
Financial Strategies Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Financial Strategies Group's portfolio in Q2 2026, its #82 holding.
Financial Strategies Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Financial Strategies Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $609K in Q4 2023.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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