KFA Private Wealth Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

KFA Private Wealth Group’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 Q3	$288K	Sell	3,731 -58	-2%	-$4.6K	0.07%	122
2026 Q2	$303K	Sell	3,789 -4,364	-54%	-$349K	0.07%	120
2026 Q1	$649K	Sell	8,153 -48	-0.6%	-$3.86K	0.16%	69
2025 Q4	$661K	Sell	8,201 -57	-0.7%	-$4.59K	0.16%	66
2025 Q3	$671K	Sell	8,258 -333	-4%	-$26.8K	0.19%	58
2025 Q2	$693K	Sell	8,591 -98	-1%	-$7.72K	0.21%	57
2025 Q1	$685K	Buy	8,689 +4,245	+96%	+$337K	0.24%	52
2024 Q4	$349K	Buy	4,444 +1,934	+77%	+$154K	0.15%	63
2024 Q3	$202K	Buy	+2,510	New	+$197K	0.1%	81
2024 Q2	–	Sell	-5,219	Closed	-$406K	–	87
2024 Q1	$406K	Buy	+5,219	New	+$403K	0.13%	71
2021 Q2	–	Sell	-2,756	Closed	-$240K	–	75
2021 Q1	$240K	Buy	2,756 +49	+2%	+$4.26K	0.14%	69
2020 Q4	$236K	Buy	2,707 +21	+0.8%	+$1.8K	0.15%	62
2020 Q3	$225K	Buy	+2,686	New	+$226K	0.17%	59

Other funds holding HYG

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Endurance Services Ltd Purchase, New York $655M AUM 7.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KFA Private Wealth Group's HYG Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.5% in Q3 2026, selling an estimated $4.6K and leaving 3,731 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #122.

KFA Private Wealth Group first reported a position in HYG in Q3 2020 and has held it in 13 quarters since. The position peaked at $693K in Q2 2025. 615 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

KFA Private Wealth Group held 3,731 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $288K as of Q3 2026.
KFA Private Wealth Group sold 58 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $4.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of KFA Private Wealth Group's portfolio in Q3 2026, its #122 holding.
KFA Private Wealth Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and has held it in 13 quarters since.
KFA Private Wealth Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $693K in Q2 2025.
615 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.