Golden State Equity Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Golden State Equity Partners’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	$62.3K	Sell	779 -3,915	-83%	-$313K	0.17%	76
2026 Q1	$374K	Buy	4,694 +1,709	+57%	+$137K	0.03%	521
2025 Q4	$241K	Buy	+2,985	New	+$241K	0.04%	441
2025 Q3	–	Sell	-10,811	Closed	-$872K	–	464
2025 Q2	$872K	Sell	10,811 -1,505	-12%	-$119K	0.16%	156
2025 Q1	$972K	Sell	12,316 -7,860	-39%	-$624K	0.19%	136
2024 Q4	$1.59M	Buy	20,176 +13,124	+186%	+$1.04M	0.3%	72
2024 Q3	$566K	Buy	+7,052	New	+$555K	0.09%	233
2023 Q4	–	Sell	-9,635	Closed	-$710K	–	372
2023 Q3	$710K	Buy	9,635 +41	+0.4%	+$3.06K	0.2%	125
2023 Q2	$720K	Sell	9,594 -811	-8%	-$60.5K	0.2%	122
2023 Q1	$786K	Buy	+10,405	New	+$779K	0.43%	70
2022 Q1	$1.22M	Sell	14,860 -3,879	-21%	-$324K	0.62%	45
2021 Q4	$1.63M	Sell	18,739 -4,370	-19%	-$379K	0.82%	32
2021 Q3	$2.02M	Buy	+23,109	New	+$2.03M	0.82%	30
2021 Q2	–	Sell	-18,093	Closed	-$1.58M	–	266
2021 Q1	$1.58M	Buy	18,093 +757	+4%	+$65.9K	0.9%	32
2020 Q4	$1.51M	Buy	+17,336	New	+$1.48M	1.04%	27

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

Golden State Equity Partners's HYG Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 83% in Q2 2026, selling an estimated $313K and leaving 779 shares worth $62.3K. The position accounts for 0.17% of the portfolio, ranked #76.

Golden State Equity Partners first reported a position in HYG in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.02M in Q3 2021. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Golden State Equity Partners held 779 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $62.3K as of Q2 2026.
Golden State Equity Partners sold 3,915 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $313K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.17% of Golden State Equity Partners's portfolio in Q2 2026, its #76 holding.
Golden State Equity Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
Golden State Equity Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.02M in Q3 2021.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.