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Financial & Tax Architects’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial & Tax Architects’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 		$4.08M Buy
51,066
+3,918
+8% +$313K 0.86% 44
2026
Q1 		$3.75M Buy
47,148
+2,759
+6% +$222K 0.84% 46
2025
Q4 		$3.58M Buy
44,389
+989
+2% +$79.7K 0.8% 40
2025
Q3 		$3.52M Sell
43,400
-1,011
-2% -$81.5K 0.78% 40
2025
Q2 		$3.58M Sell
44,411
-2,347
-5% -$185K 0.87% 36
2025
Q1 		$3.69M Buy
46,758
+2,001
+4% +$159K 0.93% 35
2024
Q4 		$3.52M Buy
44,757
+3,444
+8% +$273K 0.9% 35
2024
Q3 		$3.32M Buy
41,313
+5,597
+16% +$440K 0.85% 35
2024
Q2 		$2.76M Buy
35,716
+2,587
+8% +$199K 0.74% 38
2024
Q1 		$2.58M Buy
33,129
+2,151
+7% +$166K 0.71% 40
2023
Q4 		$2.4M Buy
+30,978
New +$2.31M 0.71% 38
2022
Q1 		– Sell
-27,917
Closed -$2.43M – 93
2021
Q4 		$2.43M Buy
27,917
+732
+3% +$63.5K 0.99% 36
2021
Q3 		$2.38M Buy
27,185
+1,422
+6% +$125K 1.08% 35
2021
Q2 		$2.27M Buy
25,763
+1,852
+8% +$162K 1.11% 36
2021
Q1 		$2.08M Buy
+23,911
New +$2.08M 1.17% 37

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Financial & Tax Architects's HYG Position: Q2 2026 in Review

Financial & Tax Architects increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.3% in Q2 2026, buying an estimated $313K and bringing the position to 51,066 shares worth $4.08M. The position accounts for 0.86% of the portfolio, ranked #44.

Financial & Tax Architects first reported a position in HYG in Q1 2021 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Financial & Tax Architects held 51,066 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.08M as of Q2 2026.
  • Financial & Tax Architects bought 3,918 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.86% of Financial & Tax Architects's portfolio in Q2 2026, its #44 holding.
  • Financial & Tax Architects first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.