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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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. 242 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.
242 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.