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Matthew Hamilton Rosenberg’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Matthew Hamilton Rosenberg’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 		$50.4K Hold
630
– – 0.01% 435
2026
Q1 		$50.1K Hold
630
– – 0.01% 422
2025
Q4 		$50.8K Hold
630
– – 0.01% 421
2025
Q3 		$51.1K Buy
630
+15
+2% +$1.21K 0.01% 420
2025
Q2 		$49.6K Sell
615
-764
-55% -$60.2K 0.01% 438
2025
Q1 		$109K Hold
1,379
– – 0.03% 301
2024
Q4 		$108K Hold
1,379
– – 0.03% 299
2024
Q3 		$111K Buy
1,379
+389
+39% +$30.6K 0.03% 304
2024
Q2 		$76K Buy
990
+334
+51% +$25.7K 0.02% 348
2024
Q1 		$50.5K Buy
656
+510
+349% +$39.4K 0.01% 433
2023
Q4 		$11.3K Buy
146
+39
+36% +$2.91K ﹤0.01% 595
2023
Q3 		$7.89K Hold
107
– – ﹤0.01% 644
2023
Q2 		$8.03K Buy
107
+7
+7% +$522 ﹤0.01% 653
2023
Q1 		$7.55K Hold
100
– – ﹤0.01% 701
2022
Q4 		$7.36K Sell
100
-11
-10% -$811 ﹤0.01% 695
2022
Q3 		$8K Hold
111
– – ﹤0.01% 669
2022
Q2 		$8K Sell
111
-11
-9% -$855 ﹤0.01% 663
2022
Q1 		$10K Sell
122
-15
-11% -$1.25K ﹤0.01% 625
2021
Q4 		$12K Sell
137
-209
-60% -$18.1K ﹤0.01% 580
2021
Q3 		$30K Buy
346
+293
+553% +$25.7K 0.01% 461
2021
Q2 		$5K Hold
53
– – ﹤0.01% 550
2021
Q1 		$5K Hold
53
– – ﹤0.01% 523
2020
Q4 		$5K Hold
53
– – ﹤0.01% 510
2020
Q3 		$4K Hold
53
– – ﹤0.01% 501
2020
Q2 		$4K Buy
+53
New +$4.27K ﹤0.01% 523

Other funds holding HYG

GC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
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

Matthew Hamilton Rosenberg's HYG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 630 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #435.

Matthew Hamilton Rosenberg first reported a position in HYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $111K in Q3 2024. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Matthew Hamilton Rosenberg held 630 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $50.4K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #435 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $111K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.