Gladwyn Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Gladwyn Financial 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	$3.64M	Buy	45,546 +3,840	+9%	+$307K	2.28%	16
2026 Q1	$3.32M	Buy	41,706 +1,278	+3%	+$103K	2.31%	17
2025 Q4	$3.26M	Buy	40,428 +1,691	+4%	+$136K	2.29%	16
2025 Q3	$3.15M	Buy	38,737 +2,928	+8%	+$236K	2.26%	17
2025 Q2	$2.89M	Buy	+35,809	New	+$2.82M	2.23%	18

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gladwyn Financial Advisors's HYG Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.2% in Q2 2026, buying an estimated $307K and bringing the position to 45,546 shares worth $3.64M. The position accounts for 2.28% of the portfolio, ranked #16.

Gladwyn Financial Advisors first reported a position in HYG in Q2 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Gladwyn Financial Advisors held 45,546 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.64M as of Q2 2026.
Gladwyn Financial Advisors bought 3,840 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $307K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.28% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #16 holding.
Gladwyn Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.