Ironwood Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ironwood Financial’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	$1.85M	Sell	23,205 -26,983	-54%	-$2.16M	0.29%	65
2026 Q1	$3.99M	Sell	50,188 -750	-1%	-$60.3K	0.7%	39
2025 Q4	$4.13M	Sell	50,938 -1,970	-4%	-$159K	0.7%	39
2025 Q3	$4.3M	Sell	52,908 -877	-2%	-$70.7K	0.76%	38
2025 Q2	$4.24M	Hold	53,785	–	–	0.91%	29
2025 Q1	$4.24M	Sell	53,785 -164	-0.3%	-$13K	0.91%	29
2024 Q4	$4.24M	Sell	53,949 -114	-0.2%	-$9.05K	0.89%	29
2024 Q3	$4.34M	Buy	54,063 +280	+0.5%	+$22K	0.91%	30
2024 Q2	$4.15M	Buy	53,783 +2,219	+4%	+$171K	0.93%	31
2024 Q1	$4.01M	Buy	51,564 +29,100	+130%	+$2.25M	0.92%	31
2023 Q4	$1.74M	Buy	+22,464	New	+$1.67M	0.42%	47
2015 Q3	$0	Hold	5	–	–	﹤0.01%	373
2015 Q2	$0	Hold	5	–	–	﹤0.01%	331
2015 Q1	$0	Hold	5	–	–	﹤0.01%	377
2014 Q4	$0	Buy	+5	New	+$455	﹤0.01%	351

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

Ironwood Financial's HYG Position: Q2 2026 in Review

Ironwood Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 54% in Q2 2026, selling an estimated $2.16M and leaving 23,205 shares worth $1.85M. The position accounts for 0.29% of the portfolio, ranked #65.

Ironwood Financial first reported a position in HYG in Q4 2014 and has held it in 15 quarters since. The position peaked at $4.34M in Q3 2024. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Ironwood Financial held 23,205 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.85M as of Q2 2026.
Ironwood Financial sold 26,983 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.16M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.29% of Ironwood Financial's portfolio in Q2 2026, its #65 holding.
Ironwood Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 15 quarters since.
Ironwood Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.34M in Q3 2024.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.