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

Golden State Wealth Management’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	$260K	Sell	3,245 -653	-17%	-$52.2K	0.02%	377
2026 Q1	$310K	Buy	3,898 +25	+0.6%	+$2.01K	0.03%	321
2025 Q4	$312K	Hold	3,873	–	–	0.03%	322
2025 Q3	$314K	Sell	3,873 -11	-0.3%	-$886	0.03%	309
2025 Q2	$313K	Sell	3,884 -121	-3%	-$9.53K	0.04%	295
2025 Q1	$316K	Buy	4,005 +301	+8%	+$23.9K	0.05%	283
2024 Q4	$291K	Buy	+3,704	New	+$294K	0.04%	273
2020 Q4	–	Sell	-1,884	Closed	-$158K	–	318
2020 Q3	$158K	Sell	1,884 -7,553	-80%	-$636K	0.05%	212
2020 Q2	$1.16M	Buy	9,437 +6,585	+231%	+$531K	0.3%	65
2020 Q1	$220K	Buy	+2,852	New	+$241K	0.1%	148
2019 Q4	–	Sell	-10,480	Closed	-$914K	–	444
2019 Q3	$914K	Buy	10,480 +43	+0.4%	+$3.73K	0.3%	65
2019 Q2	$909K	Buy	10,437 +2,405	+30%	+$208K	0.29%	70
2019 Q1	$695K	Buy	+8,032	New	+$682K	0.23%	91

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 Wealth Management's HYG Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 17% in Q2 2026, selling an estimated $52.2K and leaving 3,245 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #377.

Golden State Wealth Management first reported a position in HYG in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.16M in Q2 2020. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Golden State Wealth Management held 3,245 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $260K as of Q2 2026.
Golden State Wealth Management sold 653 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $52.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #377 holding.
Golden State Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.16M in Q2 2020.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.