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Global Wealth Management Investment Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Global Wealth Management Investment Advisory’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 		$16.1M Buy
201,473
+13,200
+7% +$1.06M 2.29% 10
2026
Q1 		$15M Buy
188,273
+7,624
+4% +$613K 2.35% 10
2025
Q4 		$14.6M Buy
180,649
+13,666
+8% +$1.1M 2.33% 10
2025
Q3 		$13.6M Buy
166,983
+6,046
+4% +$487K 2.27% 10
2025
Q2 		$13M Buy
160,937
+2,634
+2% +$208K 2.44% 10
2025
Q1 		$12.5M Buy
158,303
+33,644
+27% +$2.67M 2.5% 8
2024
Q4 		$9.8M Buy
124,659
+6,939
+6% +$551K 2.02% 15
2024
Q3 		$9.45M Buy
117,720
+5,191
+5% +$408K 2.04% 13
2024
Q2 		$8.68M Buy
112,529
+14,935
+15% +$1.15M 2.02% 14
2024
Q1 		$7.59M Buy
97,594
+3,069
+3% +$237K 1.86% 15
2023
Q4 		$7.32M Buy
94,525
+2,508
+3% +$187K 1.88% 15
2023
Q3 		$6.78M Buy
92,017
+4,046
+5% +$302K 1.9% 13
2023
Q2 		$6.6M Sell
87,971
-19,380
-18% -$1.45M 1.81% 13
2023
Q1 		$8.11M Buy
107,351
+9,557
+10% +$716K 2.44% 9
2022
Q4 		$7.2M Buy
97,794
+6,508
+7% +$480K 2.34% 9
2022
Q3 		$6.52M Sell
91,286
-9,259
-9% -$700K 2.32% 9
2022
Q2 		$7.4M Buy
100,545
+7,655
+8% +$595K 2.5% 8
2022
Q1 		$7.64M Buy
92,890
+9,692
+12% +$810K 2.28% 9
2021
Q4 		$7.24M Buy
83,198
+8,326
+11% +$722K 2.18% 11
2021
Q3 		$6.55M Buy
74,872
+10,136
+16% +$889K 2.07% 11
2021
Q2 		$5.7M Buy
64,736
+4,349
+7% +$380K 1.9% 11
2021
Q1 		$5.26M Buy
60,387
+5,498
+10% +$478K 1.9% 11
2020
Q4 		$4.79M Buy
54,889
+1,372
+3% +$117K 1.86% 12
2020
Q3 		$4.49M Buy
53,517
+1,725
+3% +$145K 1.94% 12
2020
Q2 		$4.23M Buy
51,792
+3,715
+8% +$299K 1.8% 12
2020
Q1 		$3.71M Sell
48,077
-5,190
-10% -$438K 1.87% 14
2019
Q4 		$4.68M Buy
53,267
+1,921
+4% +$167K 1.98% 11
2019
Q3 		$4.48M Buy
51,346
+7,613
+17% +$661K 2.05% 13
2019
Q2 		$3.81M Buy
43,733
+11,120
+34% +$960K 1.85% 13
2019
Q1 		$2.82M Buy
32,613
+7,727
+31% +$656K 1.46% 16
2018
Q4 		$2.02M Buy
+24,886
New +$2.08M 1.17% 25

Other funds holding HYG

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Global Wealth Management Investment Advisory's HYG Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7% in Q2 2026, buying an estimated $1.06M and bringing the position to 201,473 shares worth $16.1M. The position accounts for 2.29% of the portfolio, ranked #10.

Global Wealth Management Investment Advisory first reported a position in HYG in Q4 2018 and has held it in 31 quarters since. 505 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Global Wealth Management Investment Advisory held 201,473 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $16.1M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 13,200 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.06M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 2.29% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #10 holding.
  • Global Wealth Management Investment Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 505 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.