GW
HYG icon

Graetz Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Graetz Wealth’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 		$428K Buy
5,356
+123
+2% +$9.84K 0.34% 48
2026
Q1 		$416K Buy
5,233
+114
+2% +$9.17K 0.37% 46
2025
Q4 		$413K Buy
+5,119
New +$413K 0.38% 43

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

Graetz Wealth's HYG Position: Q2 2026 in Review

Graetz Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.4% in Q2 2026, buying an estimated $9.84K and bringing the position to 5,356 shares worth $428K. The position accounts for 0.34% of the portfolio, ranked #48.

Graetz Wealth first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Graetz Wealth held 5,356 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $428K as of Q2 2026.
  • Graetz Wealth bought 123 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.84K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.34% of Graetz Wealth's portfolio in Q2 2026, its #48 holding.
  • Graetz Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.