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

Kelly Financial Services’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	$284K	Buy	3,545 +459	+15%	+$36.7K	0.06%	109
2026 Q1	$246K	Buy	+3,086	New	+$248K	0.06%	110
2024 Q3	–	Sell	-1	Closed	-$77	–	375
2024 Q2	$77	Buy	+1	New	+$77	﹤0.01%	758
2021 Q3	–	Sell	-51,599	Closed	-$586K	–	656
2021 Q2	$586K	Buy	51,599 +51,202	+12,897%	+$4.47M	0.02%	162
2021 Q1	$34.6K	Buy	397 +331	+502%	+$28.8K	0.02%	165
2020 Q4	$5.77K	Buy	+66	New	+$5.65K	﹤0.01%	352

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Kelly Financial Services's HYG Position: Q2 2026 in Review

Kelly Financial Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 15% in Q2 2026, buying an estimated $36.7K and bringing the position to 3,545 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #109.

Kelly Financial Services first reported a position in HYG in Q4 2020 and has held it in 6 quarters since. The position peaked at $586K in Q2 2021. 360 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Kelly Financial Services held 3,545 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $284K as of Q2 2026.
Kelly Financial Services bought 459 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $36.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #109 holding.
Kelly Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Kelly Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $586K in Q2 2021.
360 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.