Lee Financial
HYG icon

Lee Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lee Financial’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 		$209K Buy
2,708
+136
+5% +$10.8K 0.03% 150
2026
Q2 		$206K Buy
+2,572
New +$206K 0.03% 158
2024
Q1 		– Sell
-74
Closed -$5.73K – 467
2023
Q4 		$5.73K Buy
74
+40
+118% +$2.98K ﹤0.01% 520
2023
Q3 		$2.51K Buy
+34
New +$2.54K ﹤0.01% 644
2022
Q4 		– Sell
-207
Closed -$15K – 959
2022
Q3 		$15K Hold
207
– – ﹤0.01% 368
2022
Q2 		$15K Hold
207
– – ﹤0.01% 379
2022
Q1 		$17K Hold
207
– – ﹤0.01% 365
2021
Q4 		$18K Sell
207
-50
-19% -$4.34K ﹤0.01% 393
2021
Q3 		$23K Hold
257
– – ﹤0.01% 314
2021
Q2 		$23K Buy
257
+50
+24% +$4.36K ﹤0.01% 307
2021
Q1 		$18K Hold
207
– – ﹤0.01% 316
2020
Q4 		$18K Hold
207
– – ﹤0.01% 306
2020
Q3 		$17K Sell
207
-125
-38% -$10.5K ﹤0.01% 327
2020
Q2 		$27K Buy
332
+10
+3% +$806 0.01% 253
2020
Q1 		$25K Sell
322
-32
-9% -$2.7K 0.01% 212
2019
Q4 		$31K Buy
354
+11
+3% +$957 0.01% 224
2019
Q3 		$30K Buy
343
+18
+6% +$1.56K 0.01% 221
2019
Q2 		$28K Hold
325
– – 0.01% 233
2019
Q1 		$28K Buy
325
+19
+6% +$1.61K 0.01% 226
2018
Q4 		$25K Sell
306
-2
-0.6% -$167 0.01% 214
2018
Q3 		$27K Sell
308
-1,980
-87% -$170K 0.01% 228
2018
Q2 		$195K Sell
2,288
-1,518
-40% -$130K 0.05% 160
2018
Q1 		$326K Sell
3,806
-25,631
-87% -$2.21M 0.08% 118
2017
Q4 		$2.57M Sell
29,437
-4,324
-13% -$379K 0.75% 22
2017
Q3 		$3M Buy
33,761
+614
+2% +$54.2K 0.97% 22
2017
Q2 		$2.93M Sell
33,147
-10
-0% -$880 1.08% 19
2017
Q1 		$2.91M Buy
33,157
+6,889
+26% +$602K 1.16% 17
2016
Q4 		$2.27M Buy
+26,268
New +$2.26M 1.27% 15

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
British Columbia Investment Management
British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
BNP Paribas
BNP Paribas Paris, France $4.15B AUM 31.27% 1-Year Est. Return

Lee Financial's HYG Position: Q3 2026 in Review

Lee Financial increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.3% in Q3 2026, buying an estimated $10.8K and bringing the position to 2,708 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #150.

Lee Financial first reported a position in HYG in Q4 2016 and has held it in 28 quarters since. The position peaked at $3M in Q3 2017. 828 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • Lee Financial held 2,708 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $209K as of Q3 2026.
  • Lee Financial bought 136 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $10.8K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Lee Financial's portfolio in Q3 2026, its #150 holding.
  • Lee Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 28 quarters since.
  • Lee Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3M in Q3 2017.
  • 828 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.