IFG
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Independent Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Independent Financial Group’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 		$653K Sell
8,164
-1,026
-11% -$82.1K 0.01% 865
2026
Q1 		$731K Sell
9,190
-1,528
-14% -$123K 0.02% 750
2025
Q4 		$864K Sell
10,718
-274
-2% -$22.1K 0.02% 676
2025
Q3 		$893K Buy
10,992
+92
+0.8% +$7.41K 0.02% 637
2025
Q2 		$879K Sell
10,900
-892
-8% -$70.3K 0.02% 587
2025
Q1 		$930K Buy
11,792
+1,906
+19% +$151K 0.03% 502
2024
Q4 		$778K Buy
9,886
+784
+9% +$62.2K 0.03% 555
2024
Q3 		$731K Sell
9,102
-417
-4% -$32.8K 0.03% 532
2024
Q2 		$734K Buy
9,519
+920
+11% +$70.7K 0.03% 482
2024
Q1 		$668K Sell
8,599
-1,026
-11% -$79.3K 0.03% 494
2023
Q4 		$745K Buy
9,625
+1,620
+20% +$121K 0.04% 442
2023
Q3 		$590K Buy
8,005
+1,651
+26% +$123K 0.04% 447
2023
Q2 		$477K Buy
6,354
+1,768
+39% +$132K 0.03% 489
2023
Q1 		$346K Buy
4,586
+1,269
+38% +$95.1K 0.03% 559
2022
Q4 		$244K Hold
3,317
– – 0.02% 640
2022
Q3 		$237K Sell
3,317
-324
-9% -$24.5K 0.02% 611
2022
Q2 		$268K Sell
3,641
-115
-3% -$8.94K 0.03% 533
2022
Q1 		$309K Sell
3,756
-101
-3% -$8.44K 0.03% 585
2021
Q4 		$336K Sell
3,857
-376
-9% -$32.6K 0.03% 547
2021
Q3 		$370K Buy
4,233
+771
+22% +$67.6K 0.04% 456
2021
Q2 		$305K Buy
3,462
+55
+2% +$4.8K 0.03% 530
2021
Q1 		$297K Sell
3,407
-474
-12% -$41.2K 0.04% 472
2020
Q4 		$339K Buy
3,881
+208
+6% +$17.8K 0.05% 397
2020
Q3 		$308K Sell
3,673
-240
-6% -$20.2K 0.06% 343
2020
Q2 		$319K Buy
3,913
+1,186
+43% +$95.6K 0.07% 304
2020
Q1 		$210K Buy
+2,727
New +$230K 0.06% 326

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

Independent Financial Group's HYG Position: Q2 2026 in Review

Independent Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q2 2026, selling an estimated $82.1K and leaving 8,164 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #865.

Independent Financial Group first reported a position in HYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $930K in Q1 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Independent Financial Group held 8,164 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $653K as of Q2 2026.
  • Independent Financial Group sold 1,026 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $82.1K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #865 holding.
  • Independent Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $930K in Q1 2025.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.