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Madison Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Madison Wealth 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 		$275K Buy
3,440
+740
+27% +$59.2K 0.04% 224
2026
Q1 		$215K Buy
2,700
+55
+2% +$4.42K 0.03% 206
2025
Q4 		$213K Sell
2,645
-89
-3% -$7.17K 0.04% 187
2025
Q3 		$222K Sell
2,734
-542
-17% -$43.7K 0.04% 165
2025
Q2 		$264K Sell
3,276
-244
-7% -$19.2K 0.06% 138
2025
Q1 		$278K Sell
3,520
-46
-1% -$3.65K 0.07% 120
2024
Q4 		$280K Sell
3,566
-111
-3% -$8.81K 0.08% 123
2024
Q3 		$295K Sell
3,677
-92
-2% -$7.24K 0.09% 116
2024
Q2 		$291K Buy
3,769
+892
+31% +$68.6K 0.1% 100
2024
Q1 		$224K Hold
2,877
– – 0.08% 115
2023
Q4 		$223K Sell
2,877
-56
-2% -$4.17K 0.09% 108
2023
Q3 		$216K Sell
2,933
-2,814
-49% -$210K 0.11% 86
2023
Q2 		$431K Sell
5,747
-142
-2% -$10.6K 0.2% 48
2023
Q1 		$445K Buy
5,889
+2,485
+73% +$186K 0.22% 46
2022
Q4 		$251K Sell
3,404
-941
-22% -$69.4K 0.15% 67
2022
Q3 		$310K Sell
4,345
-358
-8% -$27.1K 0.2% 53
2022
Q2 		$346K Buy
4,703
+944
+25% +$73.4K 0.22% 51
2022
Q1 		$309K Sell
3,759
-315
-8% -$26.3K 0.17% 53
2021
Q4 		$354K Buy
4,074
+104
+3% +$9.02K 0.18% 48
2021
Q3 		$347K Sell
3,970
-92
-2% -$8.07K 0.2% 45
2021
Q2 		$358K Sell
4,062
-75,187
-95% -$6.56M 0.21% 45
2021
Q1 		$6.92M Sell
79,249
-632
-0.8% -$55K 4.87% 6
2020
Q4 		$6.97M Buy
+79,881
New +$6.84M 4.68% 6

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Madison Wealth Partners's HYG Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 27% in Q2 2026, buying an estimated $59.2K and bringing the position to 3,440 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #224.

Madison Wealth Partners first reported a position in HYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.97M in Q4 2020. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Madison Wealth Partners held 3,440 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $275K as of Q2 2026.
  • Madison Wealth Partners bought 740 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $59.2K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #224 holding.
  • Madison Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Madison Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.97M in Q4 2020.
  • 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.