JWBC
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J.W. Burns & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

J.W. Burns & Co’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 		$4.19M Buy
52,380
+7,409
+16% +$593K 0.44% 57
2026
Q1 		$3.58M Buy
44,971
+13,929
+45% +$1.12M 0.41% 53
2025
Q4 		$2.5M Buy
31,042
+6,605
+27% +$532K 0.28% 64
2025
Q3 		$1.98M Buy
24,437
+2,106
+9% +$170K 0.22% 71
2025
Q2 		$1.8M Buy
22,331
+3,131
+16% +$247K 0.22% 77
2025
Q1 		$1.51M Buy
19,200
+8,142
+74% +$646K 0.2% 81
2024
Q4 		$870K Buy
11,058
+3,593
+48% +$285K 0.11% 105
2024
Q3 		$599K Sell
7,465
-273
-4% -$21.5K 0.08% 122
2024
Q2 		$597K Sell
7,738
-410
-5% -$31.5K 0.08% 125
2024
Q1 		$633K Sell
8,148
-625
-7% -$48.3K 0.09% 122
2023
Q4 		$679K Sell
8,773
-2,185
-20% -$163K 0.1% 116
2023
Q3 		$808K Buy
+10,958
New +$818K 0.13% 105

Other funds holding HYG

GC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM

J.W. Burns & Co's HYG Position: Q2 2026 in Review

J.W. Burns & Co increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 16% in Q2 2026, buying an estimated $593K and bringing the position to 52,380 shares worth $4.19M. The position accounts for 0.44% of the portfolio, ranked #57.

J.W. Burns & Co first reported a position in HYG in Q3 2023 and has held it in 12 quarters since. 140 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • J.W. Burns & Co held 52,380 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.19M as of Q2 2026.
  • J.W. Burns & Co bought 7,409 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $593K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.44% of J.W. Burns & Co's portfolio in Q2 2026, its #57 holding.
  • J.W. Burns & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.