Joseph Group Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Joseph Group Capital 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	$451K	Buy	5,635 +1,173	+26%	+$93.8K	0.09%	59
2026 Q1	$355K	Sell	4,462 -790	-15%	-$63.5K	0.09%	57
2025 Q4	$423K	Sell	5,252 -347	-6%	-$28K	0.11%	56
2025 Q3	$455K	Buy	5,599 +5,298	+1,760%	+$427K	0.13%	52
2025 Q2	$24.3K	Buy	301 +96	+47%	+$7.56K	0.01%	84
2025 Q1	$16.2K	Buy	+205	New	+$16.3K	0.01%	85
2024 Q3	–	Sell	-151	Closed	-$11.6K	–	81
2024 Q2	$11.6K	Buy	151 +36	+31%	+$2.77K	0.01%	70
2024 Q1	$8.94K	Buy	+115	New	+$8.89K	﹤0.01%	83
2023 Q1	–	Sell	-310	Closed	-$23K	–	87
2022 Q4	$23K	Buy	+310	New	+$22.9K	0.02%	78

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

Joseph Group Capital Management's HYG Position: Q2 2026 in Review

Joseph Group Capital Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 26% in Q2 2026, buying an estimated $93.8K and bringing the position to 5,635 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #59.

Joseph Group Capital Management first reported a position in HYG in Q4 2022 and has held it in 9 quarters since. The position peaked at $455K in Q3 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Joseph Group Capital Management held 5,635 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $451K as of Q2 2026.
Joseph Group Capital Management bought 1,173 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $93.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Joseph Group Capital Management's portfolio in Q2 2026, its #59 holding.
Joseph Group Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
Joseph Group Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $455K in Q3 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.