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

Leeward Financial 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	$1.23M	Buy	15,365 +1,581	+11%	+$126K	0.32%	55
2026 Q1	$1.1M	Sell	13,784 -150	-1%	-$12.1K	0.33%	54
2025 Q4	$1.12M	Buy	13,934 +97	+0.7%	+$7.82K	0.32%	53
2025 Q3	$1.12M	Buy	13,837 +506	+4%	+$40.8K	0.32%	52
2025 Q2	$1.08M	Buy	13,331 +4,776	+56%	+$376K	0.34%	55
2025 Q1	$675K	Buy	8,555 +973	+13%	+$77.2K	0.25%	55
2024 Q4	$596K	Buy	7,582 +769	+11%	+$61K	0.21%	58
2024 Q3	$547K	Buy	6,813 +182	+3%	+$14.3K	0.21%	59
2024 Q2	$512K	Sell	6,631 -1,333	-17%	-$102K	0.21%	58
2024 Q1	$619K	Buy	7,964 +108	+1%	+$8.35K	0.26%	58
2023 Q4	$608K	Sell	7,856 -657	-8%	-$49K	0.29%	54
2023 Q3	$628K	Sell	8,513 -14,963	-64%	-$1.12M	0.35%	54
2023 Q2	$1.76M	Buy	23,476 +697	+3%	+$52K	1.01%	38
2023 Q1	$1.72M	Buy	22,779 +2,713	+14%	+$203K	1.05%	37
2022 Q4	$1.48M	Buy	20,066 +2,562	+15%	+$189K	1.02%	38
2022 Q3	$1.25M	Buy	17,504 +370	+2%	+$28K	0.9%	42
2022 Q2	$1.26M	Buy	17,134 +1,347	+9%	+$105K	0.87%	41
2022 Q1	$1.3M	Buy	15,787 +1,730	+12%	+$145K	0.8%	44
2021 Q4	$1.22M	Buy	+14,057	New	+$1.22M	0.76%	46

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

Leeward Financial Partners's HYG Position: Q2 2026 in Review

Leeward Financial Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q2 2026, buying an estimated $126K and bringing the position to 15,365 shares worth $1.23M. The position accounts for 0.32% of the portfolio, ranked #55.

Leeward Financial Partners first reported a position in HYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q2 2023. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Leeward Financial Partners held 15,365 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.23M as of Q2 2026.
Leeward Financial Partners bought 1,581 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $126K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.32% of Leeward Financial Partners's portfolio in Q2 2026, its #55 holding.
Leeward Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Leeward Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.76M in Q2 2023.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.