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

HHM 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	$2.8K	Hold	35	–	–	﹤0.01%	789
2026 Q1	$2.79K	Hold	35	–	–	﹤0.01%	785
2025 Q4	$2.82K	Hold	35	–	–	﹤0.01%	758
2025 Q3	$2.84K	Hold	35	–	–	﹤0.01%	772
2025 Q2	$2.82K	Hold	35	–	–	﹤0.01%	735
2025 Q1	$2.76K	Hold	35	–	–	﹤0.01%	723
2024 Q4	$2.75K	Hold	35	–	–	﹤0.01%	720
2024 Q3	$2.81K	Hold	35	–	–	﹤0.01%	697
2024 Q2	$2.7K	Hold	35	–	–	﹤0.01%	689
2024 Q1	$2.72K	Hold	35	–	–	﹤0.01%	674
2023 Q4	$2.71K	Hold	35	–	–	﹤0.01%	676
2023 Q3	$2.58K	Hold	35	–	–	﹤0.01%	699
2023 Q2	$2.63K	Hold	35	–	–	﹤0.01%	717
2023 Q1	$2.65K	Hold	35	–	–	﹤0.01%	704
2022 Q4	$2.58K	Hold	35	–	–	﹤0.01%	582
2022 Q3	$2K	Sell	35 -600	-94%	-$45.3K	﹤0.01%	598
2022 Q2	$47K	Hold	635	–	–	0.01%	288
2022 Q1	$52K	Hold	635	–	–	0.01%	300
2021 Q4	$55K	Hold	635	–	–	0.01%	291
2021 Q3	$56K	Sell	635 -38	-6%	-$3.33K	0.02%	284
2021 Q2	$59K	Sell	673 -100	-13%	-$8.73K	0.02%	275
2021 Q1	$67K	Hold	773	–	–	0.02%	239
2020 Q4	$67K	Hold	773	–	–	0.02%	226
2020 Q3	$65K	Hold	773	–	–	0.03%	196
2020 Q2	$63K	Hold	773	–	–	0.03%	201
2020 Q1	$60K	Buy	+773	New	+$65.3K	0.03%	187

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

HHM Wealth Advisors's HYG Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 35 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

HHM Wealth Advisors first reported a position in HYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $67K in Q1 2021. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

HHM Wealth Advisors held 35 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.8K as of Q2 2026.
HHM Wealth Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #789 holding.
HHM Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $67K in Q1 2021.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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