Lifestyle Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lifestyle Asset 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	–	Sell	-10,189	Closed	-$811K	–	136
2026 Q1	$811K	Sell	10,189 -25,756	-72%	-$2.07M	0.26%	58
2025 Q4	$2.9M	Buy	35,945 +9,587	+36%	+$773K	0.94%	26
2025 Q3	$2.14M	Buy	26,358 +14,673	+126%	+$1.18M	0.73%	37
2025 Q2	$942K	Buy	+11,685	New	+$921K	0.44%	58

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

Lifestyle Asset Management's HYG Position: Q2 2026 in Review

Lifestyle Asset Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 10,189 shares — an estimated $811K sold.

Lifestyle Asset Management first reported a position in HYG in Q2 2025 and held it in 4 quarters. The position peaked at $2.9M in Q4 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Lifestyle Asset Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lifestyle Asset Management sold 10,189 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $811K.
Lifestyle Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
Lifestyle Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.9M in Q4 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.