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 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

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

KFA Private Wealth Group's HYG Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 54% in Q2 2026, selling an estimated $349K and leaving 3,789 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #120.

KFA Private Wealth Group first reported a position in HYG in Q3 2020 and has held it in 12 quarters since. The position peaked at $693K in Q2 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

KFA Private Wealth Group held 3,789 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $303K as of Q2 2026.
KFA Private Wealth Group sold 4,364 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $349K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of KFA Private Wealth Group's portfolio in Q2 2026, its #120 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 12 quarters since.
KFA Private Wealth Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $693K in Q2 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.