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

Howard 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	$231K	Buy	2,886 +142	+5%	+$11.4K	0.09%	141
2026 Q1	$218K	Sell	2,744 -387	-12%	-$31.1K	0.09%	137
2025 Q4	$253K	Buy	3,131 +118	+4%	+$9.51K	0.11%	115
2025 Q3	$245K	Buy	3,013 +295	+11%	+$23.8K	0.11%	111
2025 Q2	$219K	Buy	+2,718	New	+$214K	0.11%	114
2024 Q2	–	Sell	-3,837	Closed	-$298K	–	99
2024 Q1	$298K	Sell	3,837 -146	-4%	-$11.3K	0.24%	78
2023 Q4	$308K	Sell	3,983 -772	-16%	-$57.6K	0.26%	73
2023 Q3	$351K	Sell	4,755 -235	-5%	-$17.5K	0.32%	62
2023 Q2	$375K	Sell	4,990 -7	-0.1%	-$522	0.32%	64
2023 Q1	$378K	Buy	4,997 +388	+8%	+$29.1K	0.31%	70
2022 Q4	$339K	Buy	4,609 +230	+5%	+$17K	0.28%	78
2022 Q3	$312K	Buy	+4,379	New	+$331K	0.22%	88
2022 Q2	–	Sell	-3,669	Closed	-$301K	–	86
2022 Q1	$301K	Buy	3,669 +767	+26%	+$64.1K	0.16%	102
2021 Q4	$252K	Buy	+2,902	New	+$252K	0.13%	113

Other funds holding HYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Howard Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,886 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #141.

Howard Wealth Management first reported a position in HYG in Q4 2021 and has held it in 14 quarters since. The position peaked at $378K in Q1 2023. 373 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Howard Wealth Management held 2,886 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $231K as of Q2 2026.
Howard Wealth Management bought 142 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $11.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Howard Wealth Management's portfolio in Q2 2026, its #141 holding.
Howard Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Howard Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $378K in Q1 2023.
373 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.