Independent Wealth Network’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Independent Wealth Network’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	$749K	Buy	9,364 +557	+6%	+$44.6K	0.19%	135
2026 Q1	$701K	Buy	8,807 +5,393	+158%	+$434K	0.21%	124
2025 Q4	$275K	Buy	3,414 +106	+3%	+$8.54K	0.08%	218
2025 Q3	$269K	Buy	3,308 +561	+20%	+$45.2K	0.09%	224
2025 Q2	$222K	Sell	2,747 -2	-0.1%	-$158	0.08%	237
2025 Q1	$217K	Sell	2,749 -18	-0.7%	-$1.43K	0.09%	219
2024 Q4	$218K	Sell	2,767 -1,273	-32%	-$101K	0.09%	214
2024 Q3	$324K	Sell	4,040 -569	-12%	-$44.8K	0.14%	157
2024 Q2	$356K	Sell	4,609 -164	-3%	-$12.6K	0.17%	146
2024 Q1	$371K	Buy	4,773 +541	+13%	+$41.8K	0.17%	142
2023 Q4	$327K	Buy	4,232 +51	+1%	+$3.8K	0.17%	139
2023 Q3	$308K	Sell	4,181 -35	-0.8%	-$2.61K	0.19%	129
2023 Q2	$317K	Buy	4,216 +1,062	+34%	+$79.3K	0.19%	139
2023 Q1	$238K	Buy	3,154 +3	+0.1%	+$225	0.15%	157
2022 Q4	$232K	Sell	3,151 -33	-1%	-$2.43K	0.16%	154
2022 Q3	$227K	Buy	3,184 +219	+7%	+$16.6K	0.18%	147
2022 Q2	$218K	Sell	2,965 -242	-8%	-$18.8K	0.16%	161
2022 Q1	$264K	Sell	3,207 -22,336	-87%	-$1.87M	0.17%	157
2021 Q4	$2.22M	Sell	25,543 -2,042	-7%	-$177K	1.37%	16
2021 Q3	$2.4M	Buy	+27,585	New	+$2.42M	1.57%	13

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

Independent Wealth Network's HYG Position: Q2 2026 in Review

Independent Wealth Network increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.3% in Q2 2026, buying an estimated $44.6K and bringing the position to 9,364 shares worth $749K. The position accounts for 0.19% of the portfolio, ranked #135.

Independent Wealth Network first reported a position in HYG in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.4M in Q3 2021. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Independent Wealth Network held 9,364 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $749K as of Q2 2026.
Independent Wealth Network bought 557 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $44.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.19% of Independent Wealth Network's portfolio in Q2 2026, its #135 holding.
Independent Wealth Network first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
Independent Wealth Network's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.4M in Q3 2021.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.