Midwest Trust’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Midwest Trust’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	$435K	Buy	5,639 +360	+7%	+$28.5K	﹤0.01%	484
2026 Q2	$422K	Sell	5,279 -10,523	-67%	-$842K	﹤0.01%	480
2026 Q1	$1.26M	Sell	15,802 -401	-2%	-$32.3K	0.02%	330
2025 Q4	$1.31M	Buy	16,203 +924	+6%	+$74.5K	0.02%	318
2025 Q3	$1.24M	Hold	15,279	–	–	0.02%	321
2025 Q2	$1.23M	Buy	+15,279	New	+$1.2M	0.02%	319

Other funds holding HYG

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Midwest Trust's HYG Position: Q3 2026 in Review

Midwest Trust increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.8% in Q3 2026, buying an estimated $28.5K and bringing the position to 5,639 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Midwest Trust first reported a position in HYG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 510 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Midwest Trust held 5,639 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $435K as of Q3 2026.
Midwest Trust bought 360 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $28.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #484 holding.
Midwest Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.31M in Q4 2025.
510 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.