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

Heirloom 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 		– Sell
-4,924
Closed -$392K – 69
2026
Q1 		$392K Buy
+4,924
New +$396K 0.07% 71

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

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

Heirloom Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 4,924 shares — an estimated $392K sold.

Heirloom Wealth Management first reported a position in HYG in Q1 2026 and held it in 1 quarter. The position peaked at $392K in Q1 2026. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Heirloom Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 4,924 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $392K.
  • Heirloom Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $392K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.