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

Key Financial Inc’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	–	Sell	-204	Closed	-$16.2K	–	1396
2026 Q1	$16.2K	Sell	204 -48	-19%	-$3.86K	﹤0.01%	775
2025 Q4	$20.3K	Sell	252 -82	-25%	-$6.61K	﹤0.01%	716
2025 Q3	$27K	Hold	334	–	–	0.01%	650
2025 Q2	$26.9K	Hold	334	–	–	0.01%	625
2025 Q1	$26.3K	Hold	334	–	–	0.01%	594
2024 Q4	$26.3K	Hold	334	–	–	0.01%	596
2024 Q3	$26.8K	Hold	334	–	–	0.01%	586
2024 Q2	$25.8K	Hold	334	–	–	0.01%	590
2024 Q1	$26K	Hold	334	–	–	0.01%	562
2023 Q4	$25.8K	Hold	334	–	–	0.01%	538
2023 Q3	$24.6K	Hold	334	–	–	0.01%	525
2023 Q2	$25.1K	Hold	334	–	–	0.01%	534
2023 Q1	$25.2K	Hold	334	–	–	0.01%	498
2022 Q4	$23.8K	Hold	334	–	–	0.01%	466
2022 Q3	$24K	Hold	334	–	–	0.01%	466
2022 Q2	$25K	Buy	334 +84	+34%	+$6.53K	0.01%	465
2022 Q1	$21K	Buy	250 +110	+79%	+$9.2K	0.01%	491
2021 Q4	$12K	Hold	140	–	–	0.01%	561
2021 Q3	$12K	Hold	140	–	–	0.01%	545
2021 Q2	$12K	Hold	140	–	–	0.01%	540
2021 Q1	$12K	Hold	140	–	–	0.01%	463
2020 Q4	$12K	Buy	+140	New	+$12K	0.01%	439
2020 Q2	–	Sell	-140	Closed	-$11K	–	329
2020 Q1	$11K	Buy	+140	New	+$11.8K	0.01%	391

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

Key Financial Inc's HYG Position: Q2 2026 in Review

Key Financial Inc sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 204 shares — an estimated $16.2K sold.

Key Financial Inc first reported a position in HYG in Q1 2020 and held it in 23 quarters. The position peaked at $27K in Q3 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Key Financial Inc reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 204 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $16.2K.
Key Financial Inc first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and held it in 23 quarters.
Key Financial Inc's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $27K in Q3 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.