KMG Fiduciary Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

KMG Fiduciary Partners’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	$368K	Buy	4,597 +75	+2%	+$6K	0.03%	169
2026 Q1	$360K	Sell	4,522 -6	-0.1%	-$483	0.03%	220
2025 Q4	$365K	Sell	4,528 -12,799	-74%	-$1.03M	0.03%	219
2025 Q3	$1.41M	Buy	17,327 +234	+1%	+$18.9K	0.09%	167
2025 Q2	$1.38M	Buy	17,093 +46	+0.3%	+$3.62K	0.1%	164
2025 Q1	$1.34M	Sell	17,047 -109	-0.6%	-$8.65K	0.11%	161
2024 Q4	$1.35M	Sell	17,156 -2,232	-12%	-$177K	0.11%	156
2024 Q3	$1.56M	Sell	19,388 -419	-2%	-$33K	0.13%	144
2024 Q2	$1.53M	Buy	19,807 +297	+2%	+$22.8K	0.15%	118
2024 Q1	$1.52M	Sell	19,510 -1,272	-6%	-$98.3K	0.16%	119
2023 Q4	$1.61M	Sell	20,782 -2,921	-12%	-$218K	0.19%	112
2023 Q3	$1.75M	Sell	23,703 -2,610	-10%	-$195K	0.23%	101
2023 Q2	$1.98M	Sell	26,313 -1,606	-6%	-$120K	0.26%	95
2023 Q1	$2.11M	Buy	27,919 +4,060	+17%	+$304K	0.3%	88
2022 Q4	$1.76M	Sell	23,859 -307	-1%	-$22.6K	0.29%	91
2022 Q3	$1.73M	Sell	24,166 -60,583	-71%	-$4.58M	0.33%	81
2022 Q2	$6.24M	Sell	84,749 -24,661	-23%	-$1.92M	1.16%	18
2022 Q1	$9M	Sell	109,410 -8,890	-8%	-$743K	1.44%	10
2021 Q4	$10.3M	Sell	118,300 -10,007	-8%	-$868K	1.59%	10
2021 Q3	$11.2M	Buy	128,307 +33,886	+36%	+$2.97M	1.91%	7
2021 Q2	$8.31M	Buy	94,421 +1,763	+2%	+$154K	1.47%	14
2021 Q1	$8.08M	Buy	92,658 +1,751	+2%	+$152K	1.58%	14
2020 Q4	$7.92M	Buy	90,907 +2,272	+3%	+$195K	1.67%	11
2020 Q3	$7.44M	Buy	88,635 +2,828	+3%	+$238K	1.85%	11
2020 Q2	$7M	Buy	85,807 +4,460	+5%	+$359K	1.95%	10
2020 Q1	$6.27M	Sell	81,347 -8,449	-9%	-$714K	2.04%	13
2019 Q4	$7.9M	Buy	89,796 +9,698	+12%	+$844K	2.41%	10
2019 Q3	$6.98M	Buy	80,098 +2,570	+3%	+$223K	2.37%	13
2019 Q2	$6.76M	Buy	77,528 +6,148	+9%	+$531K	2.44%	13
2019 Q1	$6.17M	Buy	71,380 +2,210	+3%	+$188K	2.34%	14
2018 Q4	$5.61M	Buy	+69,170	New	+$5.79M	2.55%	13

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

APU

Acasta Partners UK London $189M AUM

KMG Fiduciary Partners's HYG Position: Q2 2026 in Review

KMG Fiduciary Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.7% in Q2 2026, buying an estimated $6K and bringing the position to 4,597 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #169.

KMG Fiduciary Partners first reported a position in HYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.2M in Q3 2021. 140 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

KMG Fiduciary Partners held 4,597 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $368K as of Q2 2026.
KMG Fiduciary Partners bought 75 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #169 holding.
KMG Fiduciary Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
KMG Fiduciary Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.2M in Q3 2021.
140 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.