Laurel Oak Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Laurel Oak Wealth Management’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	$3.03M	Sell	37,942 -247	-0.6%	-$19.8K	0.44%	45
2026 Q1	$3.04M	Sell	38,189 -384	-1%	-$30.9K	0.51%	43
2025 Q4	$3.11M	Buy	+38,573	New	+$3.11M	0.52%	40

Other funds holding HYG

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Laurel Oak Wealth Management's HYG Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.65% in Q2 2026, selling an estimated $19.8K and leaving 37,942 shares worth $3.03M. The position accounts for 0.44% of the portfolio, ranked #45.

Laurel Oak Wealth Management first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.11M in Q4 2025. 506 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Laurel Oak Wealth Management held 37,942 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.03M as of Q2 2026.
Laurel Oak Wealth Management sold 247 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.44% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #45 holding.
Laurel Oak Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.11M in Q4 2025.
506 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.