FOCUS Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

FOCUS Wealth Advisors’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	$2.24M	Buy	27,956 +1,265	+5%	+$101K	1.04%	27
2026 Q1	$2.12M	Sell	26,691 -1,024	-4%	-$82.4K	1.04%	28
2025 Q4	$2.23M	Buy	27,715 +205	+0.7%	+$16.5K	1.04%	30
2025 Q3	$2.23M	Buy	27,510 +62	+0.2%	+$5K	1.07%	28
2025 Q2	$2.21M	Buy	27,448 +165	+0.6%	+$13K	1.15%	26
2025 Q1	$2.15M	Buy	27,283 +2,954	+12%	+$234K	1.19%	26
2024 Q4	$1.91M	Buy	+24,329	New	+$1.93M	1.02%	28

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 Wealth Advisors's HYG Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.7% in Q2 2026, buying an estimated $101K and bringing the position to 27,956 shares worth $2.24M. The position accounts for 1.04% of the portfolio, ranked #27.

FOCUS Wealth Advisors first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

FOCUS Wealth Advisors held 27,956 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.24M as of Q2 2026.
FOCUS Wealth Advisors bought 1,265 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $101K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.04% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #27 holding.
FOCUS Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.