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

Lockerman Financial Group’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	$234K	Sell	2,921 -60	-2%	-$4.8K	0.36%	83
2026 Q1	$237K	Buy	2,981 +397	+15%	+$31.9K	0.43%	79
2025 Q4	$208K	Sell	2,584 -1,624	-39%	-$131K	0.4%	80
2025 Q3	$342K	Hold	4,208	–	–	0.43%	72
2025 Q2	$339K	Sell	4,208 -85	-2%	-$6.7K	0.46%	74
2025 Q1	$339K	Buy	4,293 +377	+10%	+$29.9K	0.51%	64
2024 Q4	$308K	Hold	3,916	–	–	0.52%	65
2024 Q3	$314K	Sell	3,916 -12	-0.3%	-$944	0.53%	64
2024 Q2	$303K	Hold	3,928	–	–	0.55%	65
2024 Q1	$305K	Buy	+3,928	New	+$304K	0.58%	55

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Lockerman Financial Group's HYG Position: Q2 2026 in Review

Lockerman Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2% in Q2 2026, selling an estimated $4.8K and leaving 2,921 shares worth $234K. The position accounts for 0.36% of the portfolio, ranked #83.

Lockerman Financial Group first reported a position in HYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $342K in Q3 2025. 252 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Lockerman Financial Group held 2,921 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $234K as of Q2 2026.
Lockerman Financial Group sold 60 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.36% of Lockerman Financial Group's portfolio in Q2 2026, its #83 holding.
Lockerman Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Lockerman Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $342K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.