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Forum Finance Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Forum Finance 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 		$234K Sell
3,620
-2,300
-39% -$184K 0.08% 143
2026
Q1 		$376K Buy
+5,920
New +$476K 0.2% 92

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

Forum Finance Group's HYG Position: Q2 2026 in Review

Forum Finance Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 39% in Q2 2026, selling an estimated $184K and leaving 3,620 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #143.

Forum Finance Group first reported a position in HYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $376K in Q1 2026. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Forum Finance Group held 3,620 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $234K as of Q2 2026.
  • Forum Finance Group sold 2,300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.08% of Forum Finance Group's portfolio in Q2 2026, its #143 holding.
  • Forum Finance Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $376K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.