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

IFP 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	$2.23M	Buy	27,913 +448	+2%	+$35.8K	0.04%	453
2026 Q1	$2.19M	Sell	27,465 -22,033	-45%	-$1.77M	0.05%	422
2025 Q4	$3.99M	Sell	49,498 -17,105	-26%	-$1.38M	0.09%	237
2025 Q3	$5.41M	Sell	66,603 -1,672	-2%	-$135K	0.14%	161
2025 Q2	$5.51M	Sell	68,275 -773	-1%	-$60.9K	0.16%	140
2025 Q1	$5.45M	Buy	69,048 +3,199	+5%	+$254K	0.17%	129
2024 Q4	$5.18M	Buy	65,849 +6,307	+11%	+$501K	0.17%	132
2024 Q3	$4.78M	Buy	59,542 +19,433	+48%	+$1.53M	0.17%	131
2024 Q2	$3.09M	Sell	40,109 -8,629	-18%	-$663K	0.12%	165
2024 Q1	$3.79M	Buy	48,738 +5,930	+14%	+$458K	0.17%	129
2023 Q4	$3.31M	Buy	42,808 +18,774	+78%	+$1.4M	0.16%	145
2023 Q3	$1.77M	Sell	24,034 -4,018	-14%	-$300K	0.08%	264
2023 Q2	$2.11M	Sell	28,052 -17,083	-38%	-$1.27M	0.09%	245
2023 Q1	$4.27M	Sell	45,135 -3,004	-6%	-$225K	0.19%	109
2022 Q4	$4.58M	Sell	48,139 -19,535	-29%	-$1.44M	0.12%	162
2022 Q3	$6.43M	Buy	67,674 +13,930	+26%	+$1.05M	0.17%	119
2022 Q2	$5.1M	Hold	53,744	–	–	0.16%	137
2022 Q1	$5.1M	Buy	53,744 +22,330	+71%	+$1.87M	0.16%	137
2021 Q4	$2.74M	Sell	31,414 -65,590	-68%	-$5.69M	0.05%	201
2021 Q3	$8.48M	Sell	97,004 -12,943	-12%	-$1.14M	0.17%	67
2021 Q2	$9.68M	Buy	109,947 +13,600	+14%	+$1.19M	0.2%	56
2021 Q1	$8.41M	Buy	96,347 +19,569	+25%	+$1.7M	0.16%	58
2020 Q4	$6.71M	Buy	76,778 +7,498	+11%	+$642K	0.27%	59
2020 Q3	$5.81M	Buy	69,280 +47,373	+216%	+$3.99M	0.35%	56
2020 Q2	$1.78M	Buy	21,907 +11,240	+105%	+$906K	0.14%	156
2020 Q1	$819K	Sell	10,667 -33,010	-76%	-$2.79M	0.08%	248
2019 Q4	$3.85M	Buy	43,677 +22,133	+103%	+$1.93M	0.29%	78
2019 Q3	$1.88M	Buy	+21,544	New	+$1.87M	0.13%	182
2019 Q1	$695K	Sell	8,022 -36,954	-82%	-$3.14M	0.09%	225
2018 Q4	$3.65M	Buy	44,976 +813	+2%	+$68.1K	0.22%	101
2018 Q3	$3.82M	Buy	44,163 +9,422	+27%	+$810K	0.16%	153
2018 Q2	$2.96M	Sell	34,741 -6,536	-16%	-$560K	0.12%	186
2018 Q1	$3.6M	Hold	41,277	–	–	0.16%	141
2017 Q4	$3.6M	Sell	41,277 -13,064	-24%	-$1.15M	0.16%	141
2017 Q3	$4.82M	Sell	54,341 -1,127	-2%	-$99.4K	0.19%	115
2017 Q2	$4.9M	Sell	55,468 -19,033	-26%	-$1.68M	0.21%	106
2017 Q1	$6.54M	Sell	74,501 -2,727	-4%	-$238K	0.28%	75
2016 Q4	$6.68M	Buy	77,228 +33,879	+78%	+$2.92M	0.32%	63
2016 Q3	$3.78M	Buy	43,349 +19,121	+79%	+$1.64M	0.2%	107
2016 Q2	$2.05M	Buy	24,228 +16,206	+202%	+$1.35M	0.11%	205
2016 Q1	$695K	Sell	8,022 -13,727	-63%	-$1.09M	0.09%	225
2015 Q4	$1.75M	Buy	+21,749	New	+$1.81M	0.12%	187

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFP Advisors's HYG Position: Q2 2026 in Review

IFP Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.6% in Q2 2026, buying an estimated $35.8K and bringing the position to 27,913 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #453.

IFP Advisors first reported a position in HYG in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.68M in Q2 2021. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

IFP Advisors held 27,913 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.23M as of Q2 2026.
IFP Advisors bought 448 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $35.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #453 holding.
IFP Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9.68M in Q2 2021.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.