Heritage Wealth Management (California)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Heritage Wealth Management (California)’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	$2.33M	Buy	29,097 +1,472	+5%	+$118K	0.88%	28
2026 Q1	$2.2M	Buy	27,625 +1,717	+7%	+$138K	1.21%	24
2025 Q4	$2.09M	Buy	25,908 +1,789	+7%	+$144K	1.33%	24
2025 Q3	$1.96M	Buy	24,119 +801	+3%	+$64.5K	1.31%	24
2025 Q2	$1.88M	Buy	23,318 +1,065	+5%	+$83.9K	1.25%	22
2025 Q1	$1.76M	Buy	22,253 +159	+0.7%	+$12.6K	1.32%	22
2024 Q4	$1.74M	Buy	22,094 +7,643	+53%	+$607K	1.25%	23
2024 Q3	$1.16M	Buy	14,451 +11	+0.1%	+$865	0.82%	28
2024 Q2	$1.11M	Buy	14,440 +1,183	+9%	+$91K	0.82%	25
2024 Q1	$1.03M	Buy	13,257 +786	+6%	+$60.7K	0.78%	27
2023 Q4	$965K	Buy	+12,471	New	+$930K	0.77%	27

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

Heritage Wealth Management (California)'s HYG Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.3% in Q2 2026, buying an estimated $118K and bringing the position to 29,097 shares worth $2.33M. The position accounts for 0.88% of the portfolio, ranked #28.

Heritage Wealth Management (California) first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Heritage Wealth Management (California) held 29,097 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.33M as of Q2 2026.
Heritage Wealth Management (California) bought 1,472 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $118K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.88% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #28 holding.
Heritage Wealth Management (California) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.