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

HB 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	$754K	Buy	+9,427	New	+$754K	﹤0.01%	889
2025 Q4	–	Sell	-2,466	Closed	-$200K	–	1427
2025 Q3	$200K	Buy	+2,466	New	+$199K	﹤0.01%	1278
2023 Q1	–	Sell	-2,898	Closed	-$213K	–	730
2022 Q4	$213K	Buy	+2,898	New	+$214K	﹤0.01%	630

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

HB Wealth Management's HYG Position: Q2 2026 in Review

HB Wealth Management opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 9,427 shares worth $754K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in HYG as recently as Q3 2025.

HB Wealth Management first reported a position in HYG in Q4 2022 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

HB Wealth Management held 9,427 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $754K as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new HB Wealth Management position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #889 holding.
HB Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.