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

Lionshead 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	–	Sell	-6,929	Closed	-$551K	–	115
2026 Q1	$551K	Sell	6,929 -916	-12%	-$73.7K	0.41%	56
2025 Q4	$633K	Sell	7,845 -1,248	-14%	-$101K	0.48%	54
2025 Q3	$738K	Sell	9,093 -3,384	-27%	-$273K	0.59%	46
2025 Q2	$1.01M	Sell	12,477 -1,246	-9%	-$98.2K	0.93%	35
2025 Q1	$1.08M	Sell	13,723 -46,590	-77%	-$3.7M	1.12%	29
2024 Q4	$4.74M	Buy	+60,313	New	+$4.79M	3.43%	5

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

Lionshead Wealth Management's HYG Position: Q2 2026 in Review

Lionshead Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 6,929 shares — an estimated $551K sold.

Lionshead Wealth Management first reported a position in HYG in Q4 2024 and held it in 6 quarters. The position peaked at $4.74M in Q4 2024. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Lionshead Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lionshead Wealth Management sold 6,929 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $551K.
Lionshead Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Lionshead Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.74M in Q4 2024.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.