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

Institute for 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	$60.6K	Buy	+758	New	+$60.6K	0.01%	821
2020 Q1	–	Sell	-1,526	Closed	-$134K	–	499
2019 Q4	$134K	Buy	+1,526	New	+$133K	0.03%	453
2018 Q1	–	Sell	-9,700	Closed	-$846K	–	317
2017 Q4	$846K	Sell	9,700 -5,401	-36%	-$474K	0.2%	154
2017 Q3	$1.34M	Sell	15,101 -1,677	-10%	-$148K	0.44%	73
2017 Q2	$1.48M	Buy	+16,778	New	+$1.48M	0.41%	60
2015 Q4	$636K	Sell	7,889 -4,786	-38%	-$398K	0.95%	27
2015 Q3	$1.06M	Sell	12,675 -20,774	-62%	-$1.8M	2.01%	23
2015 Q2	$2.97M	Buy	33,449 +526	+2%	+$47.6K	3.83%	9
2015 Q1	$2.98M	Sell	32,923 -2,764	-8%	-$250K	3.28%	9
2014 Q4	$3.2M	Sell	35,687 -8,480	-19%	-$772K	3.36%	9
2014 Q3	$4.04M	Buy	44,167 +40,938	+1,268%	+$3.83M	3.84%	5
2014 Q2	$307K	Sell	3,229 -2,717	-46%	-$257K	0.27%	28
2014 Q1	$561K	Sell	5,946 -378	-6%	-$35.4K	0.48%	30
2013 Q4	$587K	Sell	6,324 -4,745	-43%	-$441K	0.42%	33
2013 Q3	$1.01M	Buy	11,069 +5,148	+87%	+$472K	0.7%	28
2013 Q2	$538K	Buy	+5,921	New	+$556K	0.43%	29

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

Institute for Wealth Management's HYG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 758 shares worth $60.6K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HYG as recently as Q4 2019.

Institute for Wealth Management first reported a position in HYG in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.04M in Q3 2014. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Institute for Wealth Management held 758 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $60.6K as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #821 holding.
Institute for Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 16 quarters since.
Institute for Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.04M in Q3 2014.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.