MWM
HYG icon

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

Meridian Wealth Management’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 		$3.6M Buy
44,994
+1,605
+4% +$128K 0.11% 178
2026
Q1 		$3.45M Buy
43,389
+6,882
+19% +$554K 0.12% 163
2025
Q4 		$2.94M Buy
36,507
+4,368
+14% +$352K 0.1% 172
2025
Q3 		$2.61M Sell
32,139
-369
-1% -$29.7K 0.1% 182
2025
Q2 		$2.62M Buy
32,508
+983
+3% +$77.4K 0.11% 173
2025
Q1 		$2.49M Buy
31,525
+310
+1% +$24.6K 0.12% 165
2024
Q4 		$2.46M Buy
31,215
+13,667
+78% +$1.08M 0.12% 169
2024
Q3 		$1.41M Buy
+17,548
New +$1.38M 0.07% 222
2024
Q1 		– Sell
-3,349
Closed -$259K – 336
2023
Q4 		$259K Sell
3,349
-3,105
-48% -$231K 0.02% 527
2023
Q3 		$476K Buy
6,454
+3,247
+101% +$242K 0.03% 377
2023
Q2 		$241K Sell
3,207
-122
-4% -$9.1K 0.02% 483
2023
Q1 		$252K Buy
+3,329
New +$249K 0.02% 465
2022
Q3 		– Sell
-8,581
Closed -$632K – 526
2022
Q2 		$632K Buy
+8,581
New +$667K 0.05% 303
2019
Q3 		– Sell
-1,485
Closed -$130K – 308
2019
Q2 		$130K Buy
+1,485
New +$128K 0.05% 252

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

Meridian Wealth Management's HYG Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.7% in Q2 2026, buying an estimated $128K and bringing the position to 44,994 shares worth $3.6M. The position accounts for 0.11% of the portfolio, ranked #178.

Meridian Wealth Management first reported a position in HYG in Q2 2019 and has held it in 14 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Meridian Wealth Management held 44,994 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.6M as of Q2 2026.
  • Meridian Wealth Management bought 1,605 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Meridian Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Meridian Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 14 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.