Focus Partners Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Focus Partners Wealth’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	$19M	Sell	237,244 -50,362	-18%	-$4.03M	0.02%	524
2026 Q1	$22.9M	Buy	287,606 +1,081	+0.4%	+$86.9K	0.03%	462
2025 Q4	$23.1M	Sell	286,525 -6,181	-2%	-$498K	0.03%	451
2025 Q3	$23.8M	Buy	292,706 +14,442	+5%	+$1.16M	0.04%	367
2025 Q2	$22.4M	Sell	278,264 -2,092	-0.7%	-$165K	0.05%	330
2025 Q1	$22.1M	Buy	280,356 +68,754	+32%	+$5.46M	0.06%	304
2024 Q4	$16.6M	Buy	211,602 +204,967	+3,089%	+$16.3M	0.04%	352
2024 Q3	$522K	Sell	6,635 -441,493	-99%	-$34.7M	﹤0.01%	1135
2024 Q2	$34.6M	Buy	448,128 +222,997	+99%	+$17.1M	0.12%	173
2024 Q1	$17.5M	Buy	225,131 +219,553	+3,936%	+$17M	0.14%	161
2023 Q4	$432K	Buy	+5,578	New	+$416K	0.01%	603

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

Focus Partners Wealth's HYG Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 18% in Q2 2026, selling an estimated $4.03M and leaving 237,244 shares worth $19M. The position accounts for 0.02% of the portfolio, ranked #524.

Focus Partners Wealth first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.6M in Q2 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Focus Partners Wealth held 237,244 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $19M as of Q2 2026.
Focus Partners Wealth sold 50,362 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.03M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #524 holding.
Focus Partners Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $34.6M in Q2 2024.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.