Grey Fox Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Grey Fox Wealth 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	$2.31M	Buy	28,862 +4,425	+18%	+$354K	0.36%	42
2026 Q1	$1.94M	Buy	24,437 +2,582	+12%	+$208K	0.38%	40
2025 Q4	$1.76M	Sell	21,855 -69	-0.3%	-$5.56K	0.36%	44
2025 Q3	$1.78M	Buy	21,924 +406	+2%	+$32.7K	0.36%	46
2025 Q2	$1.74M	Buy	21,518 +3,848	+22%	+$303K	0.41%	40
2025 Q1	$1.39M	Sell	17,670 -1,423	-7%	-$113K	0.37%	42
2024 Q4	$1.5M	Sell	19,093 -49	-0.3%	-$3.89K	0.41%	39
2024 Q3	$1.54M	Sell	19,142 -676	-3%	-$53.2K	0.43%	38
2024 Q2	$1.53M	Sell	19,818 -509	-3%	-$39.1K	0.54%	34
2024 Q1	$1.58M	Hold	20,327	–	–	0.59%	30
2023 Q4	$1.57M	Sell	20,327 -665	-3%	-$49.6K	0.68%	31
2023 Q3	$1.55M	Sell	20,992 -36,768	-64%	-$2.75M	0.78%	32
2023 Q2	$4.34M	Buy	57,760 +5,515	+11%	+$412K	2.23%	11
2023 Q1	$3.95M	Buy	52,245 +3,712	+8%	+$278K	2.33%	11
2022 Q4	$3.57M	Buy	+48,533	New	+$3.58M	2.36%	9

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

Grey Fox Wealth Advisors's HYG Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 18% in Q2 2026, buying an estimated $354K and bringing the position to 28,862 shares worth $2.31M. The position accounts for 0.36% of the portfolio, ranked #42.

Grey Fox Wealth Advisors first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.34M in Q2 2023. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Grey Fox Wealth Advisors held 28,862 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.31M as of Q2 2026.
Grey Fox Wealth Advisors bought 4,425 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $354K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.36% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Grey Fox Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Grey Fox Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.34M in Q2 2023.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.