MFG
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Merit Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Merit Financial Group’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 		$4.03M Sell
50,403
-1,898
-4% -$152K 0.02% 494
2026
Q1 		$4.16M Sell
52,301
-22,793
-30% -$1.83M 0.03% 442
2025
Q4 		$6.05M Sell
75,094
-9,203
-11% -$742K 0.05% 313
2025
Q3 		$6.84M Buy
84,297
+19,428
+30% +$1.57M 0.06% 239
2025
Q2 		$5.23M Buy
64,869
+7,563
+13% +$596K 0.06% 265
2025
Q1 		$4.52M Buy
57,306
+47,643
+493% +$3.78M 0.07% 239
2024
Q4 		$760K Buy
9,663
+135
+1% +$10.7K 0.01% 576
2024
Q3 		$765K Buy
9,528
+5,477
+135% +$431K 0.02% 471
2024
Q2 		$312K Sell
4,051
-632
-13% -$48.6K 0.01% 707
2024
Q1 		$361K Sell
4,683
-14,320
-75% -$1.11M 0.01% 643
2023
Q4 		$1.47M Sell
19,003
-1,486
-7% -$111K 0.04% 244
2023
Q3 		$1.51M Buy
20,489
+2,055
+11% +$153K 0.05% 261
2023
Q2 		$1.38M Buy
18,434
+14,490
+367% +$1.08M 0.04% 279
2023
Q1 		$298K Buy
+3,944
New +$295K 0.01% 511
2022
Q4 		– Sell
-7,569
Closed -$540K – 705
2022
Q3 		$540K Buy
+7,569
New +$572K 0.02% 344
2019
Q2 		– Sell
-2,412
Closed -$220K – 115
2019
Q1 		$220K Buy
+2,412
New +$205K 0.03% 113
2018
Q1 		– Sell
-2,174
Closed -$200K – 118
2017
Q4 		$200K Buy
+2,174
New +$191K 0.04% 106

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

Merit Financial Group's HYG Position: Q2 2026 in Review

Merit Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.6% in Q2 2026, selling an estimated $152K and leaving 50,403 shares worth $4.03M. The position accounts for 0.02% of the portfolio, ranked #494.

Merit Financial Group first reported a position in HYG in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.84M in Q3 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Merit Financial Group held 50,403 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.03M as of Q2 2026.
  • Merit Financial Group sold 1,898 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $152K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #494 holding.
  • Merit Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 17 quarters since.
  • Merit Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.84M in Q3 2025.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.