Kingswood Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kingswood Wealth Advisors’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	$942K	Sell	11,775 -1,059	-8%	-$84.7K	0.04%	420
2026 Q1	$1.02M	Buy	12,834 +942	+8%	+$75.8K	0.05%	378
2025 Q4	$959K	Buy	11,892 +1,162	+11%	+$93.7K	0.05%	361
2025 Q3	$871K	Sell	10,730 -949	-8%	-$76.5K	0.05%	331
2025 Q2	$942K	Sell	11,679 -499	-4%	-$39.3K	0.07%	277
2025 Q1	$961K	Buy	12,178 +5,502	+82%	+$437K	0.09%	251
2024 Q4	$525K	Buy	+6,676	New	+$530K	0.04%	423
2024 Q3	–	Sell	-12,792	Closed	-$987K	–	706
2024 Q2	$987K	Sell	12,792 -2,448	-16%	-$188K	0.09%	235
2024 Q1	$1.18M	Buy	15,240 +7,370	+94%	+$570K	0.14%	174
2023 Q4	$609K	Buy	+7,870	New	+$587K	0.07%	298

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

Kingswood Wealth Advisors's HYG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.3% in Q2 2026, selling an estimated $84.7K and leaving 11,775 shares worth $942K. The position accounts for 0.04% of the portfolio, ranked #420.

Kingswood Wealth Advisors first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q1 2024. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Kingswood Wealth Advisors held 11,775 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $942K as of Q2 2026.
Kingswood Wealth Advisors sold 1,059 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $84.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #420 holding.
Kingswood Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.18M in Q1 2024.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.