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

MBL Wealth’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 		$14.7M Buy
183,210
+6,408
+4% +$513K 1% 19
2026
Q1 		$14.1M Buy
176,802
+172,137
+3,690% +$13.8M 1.06% 19
2025
Q4 		$376K Buy
4,665
+485
+12% +$39.1K 0.03% 211
2025
Q3 		$339K Sell
4,180
-570
-12% -$45.9K 0.03% 187
2025
Q2 		$383K Buy
4,750
+1,775
+60% +$140K 0.04% 165
2025
Q1 		$235K Buy
2,975
+50
+2% +$3.97K 0.02% 213
2024
Q4 		$230K Buy
2,925
+95
+3% +$7.54K 0.02% 203
2024
Q3 		$227K Sell
2,830
-340
-11% -$26.7K 0.02% 186
2024
Q2 		$245K Sell
3,170
-10,944
-78% -$841K 0.03% 177
2024
Q1 		$1.1M Buy
14,114
+641
+5% +$49.5K 0.12% 80
2023
Q4 		$1.04M Buy
13,473
+2,951
+28% +$220K 0.13% 79
2023
Q3 		$776K Sell
10,522
-1,683
-14% -$126K 0.11% 89
2023
Q2 		$916K Sell
12,205
-2,551
-17% -$190K 0.13% 74
2023
Q1 		$1.11M Buy
14,756
+1,723
+13% +$129K 0.17% 62
2022
Q4 		$960K Buy
13,033
+6,573
+102% +$485K 0.18% 66
2022
Q3 		$461K Buy
+6,460
New +$488K 0.1% 99

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

MBL Wealth's HYG Position: Q2 2026 in Review

MBL Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.6% in Q2 2026, buying an estimated $513K and bringing the position to 183,210 shares worth $14.7M. The position accounts for 1% of the portfolio, ranked #19.

MBL Wealth first reported a position in HYG in Q3 2022 and has held it in 16 quarters since. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • MBL Wealth held 183,210 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $14.7M as of Q2 2026.
  • MBL Wealth bought 6,408 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $513K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1% of MBL Wealth's portfolio in Q2 2026, its #19 holding.
  • MBL Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.