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 Q3	–	Sell	-2,921	Closed	-$234K	–	92
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Lockerman Financial Group's HYG Position: Q3 2026 in Review

Lockerman Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2026, closing a stake of 2,921 shares — an estimated $234K sold.

Lockerman Financial Group first reported a position in HYG in Q1 2024 and held it in 10 quarters. The position peaked at $342K in Q3 2025. 373 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Lockerman Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Lockerman Financial Group sold 2,921 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $234K.
Lockerman Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and held it in 10 quarters.
Lockerman Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $342K in Q3 2025.
373 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.