MBL Wealth
HYG icon

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
Q3 		$14.4M Buy
186,439
+3,229
+2% +$256K 0.86% 21
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Endurance Services Ltd
Endurance Services Ltd Purchase, New York $655M AUM 7.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PartnerRe Asset Management
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

MBL Wealth's HYG Position: Q3 2026 in Review

MBL Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.8% in Q3 2026, buying an estimated $256K and bringing the position to 186,439 shares worth $14.4M. The position accounts for 0.86% of the portfolio, ranked #21.

MBL Wealth first reported a position in HYG in Q3 2022 and has held it in 17 quarters since. The position peaked at $14.7M in Q2 2026. 567 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • MBL Wealth held 186,439 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $14.4M as of Q3 2026.
  • MBL Wealth bought 3,229 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $256K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.86% of MBL Wealth's portfolio in Q3 2026, its #21 holding.
  • MBL Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • MBL Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $14.7M in Q2 2026.
  • 567 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.